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 4-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 | $29,583 | $64,839-54.4% | $95,585-69.1% | $84,808-65.1% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 30.00% | -670.96%+701.0pp | 38.56%-8.6pp | 40.90%-10.9pp |
| Employer contribution / active EE | $1,761 | $1,759+0.1% | $2,527-30.3% | $2,631-33.1% |
| Participant deferral / active EE | $1,987 | $2,965-33.0% | $4,023-50.6% | $4,212-52.8% |
| Admin fee / account holder | $5,185 | $5,964-13.1% | $6,127-15.4% | $7,344-29.4% |