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 | $35,082 | $165,335-78.8% | $149,696-76.6% | $158,922-77.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.28% | 348.15%-327.9pp | 276.60%-256.3pp | 302.83%-282.5pp |
| Employer contribution / active EE | $4,410 | $5,103-13.6% | $4,644-5.0% | $4,761-7.4% |
| Participant deferral / active EE | $8,598 | $7,181+19.7% | $6,842+25.7% | $5,982+43.7% |
| Admin fee / account holder | $330 | $10,807-96.9% | $9,309-96.5% | $11,246-97.1% |