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 | $31,042 | $78,672-60.5% | $109,143-71.6% | $85,850-63.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 26.02% | 25.09%+0.9pp | 25.75%+0.3pp | 318.53%-292.5pp |
| Employer contribution / active EE | $3,199 | $2,735+17.0% | $3,722-14.1% | $2,565+24.7% |
| Participant deferral / active EE | $8,712 | $3,467+151.3% | $4,653+87.2% | $3,952+120.5% |
| Admin fee / account holder | $1,877 | $5,469-65.7% | $6,752-72.2% | $6,260-70.0% |