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 | $16,500 | $45,035-63.4% | $62,995-73.8% | $70,131-76.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 19.69% | 18.76%+0.9pp | 87.57%-67.9pp | 73.14%-53.4pp |
| Employer contribution / active EE | $1,490 | $2,051-27.4% | $2,759-46.0% | $2,342-36.4% |
| Participant deferral / active EE | $3,869 | $2,465+57.0% | $3,329+16.2% | $3,332+16.1% |
| Admin fee / account holder | $680 | $2,834-76.0% | $3,600-81.1% | $4,645-85.4% |