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 | $23,288 | $106,515-78.1% | $96,683-75.9% | $139,434-83.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 32.87% | 38.43%-5.6pp | 35.69%-2.8pp | 372.94%-340.1pp |
| Employer contribution / active EE | $3,114 | $4,103-24.1% | $3,737-16.7% | $4,751-34.4% |
| Participant deferral / active EE | $7,272 | $5,454+33.3% | $4,878+49.1% | $6,710+8.4% |
| Admin fee / account holder | $4,351 | $7,877-44.8% | $6,730-35.3% | $11,403-61.8% |