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 | $32,812 | $46,553-29.5% | $64,056-48.8% | $75,163-56.3% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 23.40% | 26.03%-2.6pp | 33.69%-10.3pp | 160.62%-137.2pp |
| Employer contribution / active EE | $2,239 | $1,974+13.5% | $2,747-18.5% | $2,670-16.1% |
| Participant deferral / active EE | $6,207 | $2,837+118.8% | $3,880+60.0% | $4,125+50.5% |
| Admin fee / account holder | $1,111 | $2,952-62.4% | $3,068-63.8% | $5,651-80.3% |