See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,967 | $157,256-79.7% | $141,162-77.4% | $152,861-79.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 32.83% | 64.32%-31.5pp | 71.39%-38.6pp | 345.32%-312.5pp |
| Employer contribution / active EE | $5,920 | $5,261+12.5% | $4,735+25.0% | $4,762+24.3% |
| Participant deferral / active EE | $8,553 | $7,109+20.3% | $6,709+27.5% | $5,850+46.2% |
| Admin fee / account holder | $469 | $12,120-96.1% | $10,261-95.4% | $11,596-96.0% |