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 | $43,768 | $214,378-79.6% | $200,582-78.2% | $142,382-69.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.76% | 46.41%-33.6pp | 42.33%-29.6pp | 217.08%-204.3pp |
| Employer contribution / active EE | $4,779 | $6,841-30.1% | $6,419-25.5% | $4,299+11.2% |
| Participant deferral / active EE | $9,075 | $9,865-8.0% | $9,331-2.7% | $6,507+39.5% |
| Admin fee / account holder | $12,534 | $17,692-29.2% | $16,305-23.1% | $12,624-0.7% |