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 | $29,845 | $127,065-76.5% | $113,168-73.6% | $142,382-79.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 11.31% | 24.03%-12.7pp | 24.27%-13.0pp | 217.08%-205.8pp |
| Employer contribution / active EE | $2,625 | $3,442-23.7% | $2,975-11.8% | $4,299-38.9% |
| Participant deferral / active EE | $4,565 | $5,716-20.1% | $5,107-10.6% | $6,507-29.8% |
| Admin fee / account holder | $738 | $15,736-95.3% | $12,068-93.9% | $12,624-94.2% |