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 | $40,781 | $118,427-65.6% | $66,042-38.3% | $142,382-71.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 18.64% | 35.57%-16.9pp | 52.11%-33.5pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,946 | $2,570+14.7% | $1,579+86.6% | $4,299-31.5% |
| Participant deferral / active EE | $2,897 | $4,311-32.8% | $2,835+2.2% | $6,507-55.5% |
| Admin fee / account holder | $1,563 | $9,593-83.7% | $5,747-72.8% | $12,624-87.6% |