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 | $30,740 | $106,749-71.2% | $145,433-78.9% | $82,448-62.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 24.46% | 27.59%-3.1pp | 66.58%-42.1pp | 41.64%-17.2pp |
| Employer contribution / active EE | $3,132 | $3,444-9.1% | $4,554-31.2% | $2,551+22.8% |
| Participant deferral / active EE | $6,811 | $6,519+4.5% | $7,897-13.8% | $4,139+64.5% |
| Admin fee / account holder | $6,622 | $8,390-21.1% | $13,129-49.6% | $7,234-8.5% |