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 | $43,215 | $78,705-45.1% | $117,854-63.3% | $70,131-38.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 19.66% | 23.30%-3.6pp | 335.08%-315.4pp | 73.14%-53.5pp |
| Employer contribution / active EE | $1,955 | $2,223-12.1% | $3,786-48.4% | $2,342-16.6% |
| Participant deferral / active EE | $3,230 | $3,297-2.0% | $4,482-27.9% | $3,332-3.0% |
| Admin fee / account holder | $1,242 | $5,065-75.5% | $8,020-84.5% | $4,645-73.3% |