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 | $104,974-69.6% | $95,585-66.6% | $142,382-77.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.27% | 210.33%-195.1pp | 38.56%-23.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,350 | $2,779-15.4% | $2,527-7.0% | $4,299-45.3% |
| Participant deferral / active EE | $3,972 | $4,352-8.7% | $4,023-1.3% | $6,507-39.0% |
| Admin fee / account holder | $4,665 | $6,386-26.9% | $6,127-23.9% | $12,624-63.0% |