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 8-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 | $16,112 | $95,266-83.1% | $82,389-80.4% | $142,382-88.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 19.22% | 25.74%-6.5pp | 28.67%-9.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,011 | $2,991-32.8% | $2,517-20.1% | $4,299-53.2% |
| Participant deferral / active EE | $2,601 | $4,809-45.9% | $4,155-37.4% | $6,507-60.0% |
| Admin fee / account holder | $2,102 | $8,563-75.5% | $7,231-70.9% | $12,624-83.3% |