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 | $52,862 | $106,515-50.4% | $96,683-45.3% | $139,434-62.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.85% | 38.43%-18.6pp | 35.69%-15.8pp | 372.94%-353.1pp |
| Employer contribution / active EE | $3,436 | $4,103-16.3% | $3,737-8.1% | $4,751-27.7% |
| Participant deferral / active EE | $9,306 | $5,454+70.6% | $4,878+90.8% | $6,710+38.7% |
| Admin fee / account holder | $1,190 | $7,877-84.9% | $6,730-82.3% | $11,403-89.6% |