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 9-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 | $28,846 | $79,944-63.9% | $98,439-70.7% | $75,163-61.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 15.33% | 19.75%-4.4pp | 21.16%-5.8pp | 160.62%-145.3pp |
| Employer contribution / active EE | $6,094 | $2,264+169.2% | $3,048+99.9% | $2,670+128.3% |
| Participant deferral / active EE | $1,672 | $3,752-55.4% | $4,738-64.7% | $4,125-59.5% |
| Admin fee / account holder | $1,337 | $6,840-80.5% | $8,948-85.1% | $5,651-76.3% |