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 | $39,051 | $89,753-56.5% | $107,525-63.7% | $84,808-54.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 19.91% | 29.48%-9.6pp | 181.32%-161.4pp | 40.90%-21.0pp |
| Employer contribution / active EE | $2,868 | $3,113-7.9% | $3,754-23.6% | $2,631+9.0% |
| Participant deferral / active EE | $8,817 | $4,056+117.4% | $5,116+72.4% | $4,212+109.4% |
| Admin fee / account holder | $3,914 | $7,222-45.8% | $8,919-56.1% | $7,344-46.7% |