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 9-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 | $28,839 | $76,000-62.1% | $154,107-81.3% | $64,186-55.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 6.03% | 30.32%-24.3pp | 735.12%-729.1pp | 7.63%-1.6pp |
| Employer contribution / active EE | $2,702 | $3,351-19.4% | $5,298-49.0% | $2,381+13.5% |
| Participant deferral / active EE | $1,902 | $3,175-40.1% | $5,081-62.6% | $3,470-45.2% |
| Admin fee / account holder | $1,458 | $5,596-73.9% | $13,411-89.1% | $4,888-70.2% |