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 8-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 | $26,591 | $45,035-41.0% | $62,995-57.8% | $70,131-62.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.69% | 18.76%-4.1pp | 87.57%-72.9pp | 73.14%-58.4pp |
| Employer contribution / active EE | $2,280 | $2,051+11.2% | $2,759-17.3% | $2,342-2.6% |
| Participant deferral / active EE | $3,490 | $2,465+41.6% | $3,329+4.8% | $3,332+4.8% |
| Admin fee / account holder | $438 | $2,834-84.6% | $3,600-87.8% | $4,645-90.6% |