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 | $69,604 | $103,376-32.7% | $87,100-20.1% | $152,861-54.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 20.93% | 28.10%-7.2pp | 28.19%-7.3pp | 345.32%-324.4pp |
| Employer contribution / active EE | $1,590 | $3,220-50.6% | $2,521-36.9% | $4,762-66.6% |
| Participant deferral / active EE | $4,023 | $4,778-15.8% | $4,049-0.6% | $5,850-31.2% |
| Admin fee / account holder | $311 | $12,205-97.5% | $7,497-95.9% | $11,596-97.3% |