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 7-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 | $34,517 | $70,475-51.0% | $100,516-65.7% | $79,858-56.8% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 19.19% | 21.90%-2.7pp | 30.89%-11.7pp | 31.71%-12.5pp |
| Employer contribution / active EE | $1,099 | $2,165-49.2% | $3,418-67.8% | $2,471-55.5% |
| Participant deferral / active EE | $4,320 | $5,181-16.6% | $6,270-31.1% | $3,740+15.5% |
| Admin fee / account holder | $959 | $4,478-78.6% | $8,081-88.1% | $5,306-81.9% |