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 | $29,060 | $72,277-59.8% | $101,248-71.3% | $79,858-63.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 20.40% | 22.30%-1.9pp | 46.47%-26.1pp | 31.71%-11.3pp |
| Employer contribution / active EE | $3,209 | $2,692+19.2% | $3,660-12.3% | $2,471+29.9% |
| Participant deferral / active EE | $3,008 | $3,282-8.4% | $4,370-31.2% | $3,740-19.6% |
| Admin fee / account holder | $695 | $4,400-84.2% | $5,945-88.3% | $5,306-86.9% |