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 | $56,553 | $104,974-46.1% | $95,585-40.8% | $142,382-60.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.02% | 210.33%-196.3pp | 38.56%-24.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,287 | $2,779-53.7% | $2,527-49.1% | $4,299-70.1% |
| Participant deferral / active EE | $7,083 | $4,352+62.7% | $4,023+76.1% | $6,507+8.8% |
| Admin fee / account holder | $1,098 | $6,386-82.8% | $6,127-82.1% | $12,624-91.3% |