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 6-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 | $34,397 | $209,336-83.6% | $197,124-82.6% | $137,256-74.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.07% | 48.09%-35.0pp | 44.34%-31.3pp | 220.34%-207.3pp |
| Employer contribution / active EE | $2,715 | $6,591-58.8% | $6,227-56.4% | $4,156-34.7% |
| Participant deferral / active EE | $5,200 | $9,614-45.9% | $9,135-43.1% | $6,407-18.8% |
| Admin fee / account holder | $6,825 | $17,308-60.6% | $16,298-58.1% | $12,270-44.4% |