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 | $19,297 | $46,553-58.5% | $64,056-69.9% | $75,163-74.3% |
| Participation rate | 81.1% | 65.9%+15.2pp | 72.3%+8.8pp | 67.2%+13.9pp |
| Annual return | 16.92% | 26.03%-9.1pp | 33.69%-16.8pp | 160.62%-143.7pp |
| Employer contribution / active EE | $5,554 | $1,974+181.4% | $2,747+102.2% | $2,670+108.0% |
| Participant deferral / active EE | $4,233 | $2,837+49.2% | $3,880+9.1% | $4,125+2.6% |
| Admin fee / account holder | $1,836 | $2,952-37.8% | $3,068-40.2% | $5,651-67.5% |