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 | $66,129 | $110,261-40.0% | $95,745-30.9% | $139,434-52.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 23.82% | 27.11%-3.3pp | 28.35%-4.5pp | 372.94%-349.1pp |
| Employer contribution / active EE | $11,947 | $3,257+266.8% | $2,835+321.5% | $4,751+151.5% |
| Participant deferral / active EE | $4,286 | $4,676-8.3% | $4,245+1.0% | $6,710-36.1% |
| Admin fee / account holder | $1,628 | $6,613-75.4% | $5,678-71.3% | $11,403-85.7% |