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 7-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 | $45,431 | $73,787-38.4% | $98,716-54.0% | $82,448-44.9% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 20.51% | 18.57%+1.9pp | 31.81%-11.3pp | 41.64%-21.1pp |
| Employer contribution / active EE | $2,813 | $1,511+86.1% | $2,279+23.5% | $2,551+10.3% |
| Participant deferral / active EE | $4,313 | $3,081+40.0% | $4,048+6.5% | $4,139+4.2% |
| Admin fee / account holder | $419 | $6,500-93.5% | $8,703-95.2% | $7,234-94.2% |