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 | $29,880 | $116,175-74.3% | $93,606-68.1% | $152,861-80.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 21.05% | 35.96%-14.9pp | 32.76%-11.7pp | 345.32%-324.3pp |
| Employer contribution / active EE | $2,311 | $3,218-28.2% | $2,718-15.0% | $4,762-51.5% |
| Participant deferral / active EE | $2,621 | $4,603-43.1% | $4,069-35.6% | $5,850-55.2% |
| Admin fee / account holder | $2,176 | $10,748-79.8% | $7,888-72.4% | $11,596-81.2% |