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 8-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 | $40,366 | $106,515-62.1% | $96,683-58.2% | $139,434-71.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 24.10% | 38.43%-14.3pp | 35.69%-11.6pp | 372.94%-348.8pp |
| Employer contribution / active EE | $4,286 | $4,103+4.5% | $3,737+14.7% | $4,751-9.8% |
| Participant deferral / active EE | $1,696 | $5,454-68.9% | $4,878-65.2% | $6,710-74.7% |
| Admin fee / account holder | $496 | $7,877-93.7% | $6,730-92.6% | $11,403-95.6% |