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 6-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 | $21,884 | $70,475-68.9% | $100,516-78.2% | $79,858-72.6% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 22.23% | 21.90%+0.3pp | 30.89%-8.7pp | 31.71%-9.5pp |
| Employer contribution / active EE | $1,698 | $2,165-21.6% | $3,418-50.3% | $2,471-31.3% |
| Participant deferral / active EE | $2,716 | $5,181-47.6% | $6,270-56.7% | $3,740-27.4% |
| Admin fee / account holder | $381 | $4,478-91.5% | $8,081-95.3% | $5,306-92.8% |