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 | $25,299 | $73,933-65.8% | $96,683-73.8% | $75,163-66.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 20.24% | 26.70%-6.5pp | 35.69%-15.5pp | 160.62%-140.4pp |
| Employer contribution / active EE | $9,609 | $2,928+228.2% | $3,737+157.1% | $2,670+259.9% |
| Participant deferral / active EE | $2,847 | $3,659-22.2% | $4,878-41.6% | $4,125-31.0% |
| Admin fee / account holder | $2,066 | $5,216-60.4% | $6,730-69.3% | $5,651-63.4% |