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 6-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 | $39,490 | $73,933-46.6% | $96,683-59.2% | $75,163-47.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 26.41% | 26.70%-0.3pp | 35.69%-9.3pp | 160.62%-134.2pp |
| Employer contribution / active EE | $3,793 | $2,928+29.5% | $3,737+1.5% | $2,670+42.1% |
| Participant deferral / active EE | $8,424 | $3,659+130.3% | $4,878+72.7% | $4,125+104.2% |
| Admin fee / account holder | $4,271 | $5,216-18.1% | $6,730-36.5% | $5,651-24.4% |