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 | $57,450 | $179,726-68.0% | $156,263-63.2% | $142,382-59.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.32% | 77.86%-62.5pp | 59.47%-44.1pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,365 | $5,069-53.3% | $4,333-45.4% | $4,299-45.0% |
| Participant deferral / active EE | $5,602 | $6,956-19.5% | $6,158-9.0% | $6,507-13.9% |
| Admin fee / account holder | $351 | $17,272-98.0% | $14,255-97.5% | $12,624-97.2% |