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 | $55,892 | $72,492-22.9% | $87,100-35.8% | $72,985-23.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 21.67% | 24.46%-2.8pp | 28.19%-6.5pp | 81.00%-59.3pp |
| Employer contribution / active EE | $6,233 | $1,894+229.1% | $2,521+147.2% | $2,440+155.5% |
| Participant deferral / active EE | $4,109 | $3,270+25.7% | $4,049+1.5% | $3,607+13.9% |
| Admin fee / account holder | $4,790 | $5,055-5.2% | $7,497-36.1% | $5,124-6.5% |