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 | $18,542 | $106,515-82.6% | $96,683-80.8% | $139,434-86.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 23.98% | 38.43%-14.4pp | 35.69%-11.7pp | 372.94%-349.0pp |
| Employer contribution / active EE | $2,653 | $4,103-35.3% | $3,737-29.0% | $4,751-44.2% |
| Participant deferral / active EE | $4,928 | $5,454-9.6% | $4,878+1.0% | $6,710-26.6% |
| Admin fee / account holder | $1,050 | $7,877-86.7% | $6,730-84.4% | $11,403-90.8% |