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 | $41,106 | $95,266-56.9% | $82,389-50.1% | $142,382-71.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 13.21% | 25.74%-12.5pp | 28.67%-15.5pp | 217.08%-203.9pp |
| Employer contribution / active EE | $5,562 | $2,991+86.0% | $2,517+121.0% | $4,299+29.4% |
| Participant deferral / active EE | $3,814 | $4,809-20.7% | $4,155-8.2% | $6,507-41.4% |
| Admin fee / account holder | $6,108 | $8,563-28.7% | $7,231-15.5% | $12,624-51.6% |