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 | $101,618-44.3% | $93,063-39.2% | $137,256-58.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 14.02% | 223.95%-209.9pp | 34.15%-20.1pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,287 | $2,707-52.5% | $2,476-48.0% | $4,156-69.0% |
| Participant deferral / active EE | $7,083 | $4,279+65.5% | $3,958+78.9% | $6,407+10.5% |
| Admin fee / account holder | $1,098 | $6,198-82.3% | $6,033-81.8% | $12,270-91.1% |