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 | $31,952 | $101,618-68.6% | $93,063-65.7% | $137,256-76.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 15.27% | 223.95%-208.7pp | 34.15%-18.9pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,350 | $2,707-13.2% | $2,476-5.1% | $4,156-43.5% |
| Participant deferral / active EE | $3,972 | $4,279-7.2% | $3,958+0.3% | $6,407-38.0% |
| Admin fee / account holder | $4,665 | $6,198-24.7% | $6,033-22.7% | $12,270-62.0% |