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 | $19,160 | $110,257-82.6% | $96,544-80.2% | $139,434-86.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 22.28% | 26.32%-4.0pp | 25.84%-3.6pp | 372.94%-350.7pp |
| Employer contribution / active EE | $2,172 | $3,620-40.0% | $2,965-26.7% | $4,751-54.3% |
| Participant deferral / active EE | $6,485 | $5,548+16.9% | $4,851+33.7% | $6,710-3.4% |
| Admin fee / account holder | $1,175 | $11,591-89.9% | $8,252-85.8% | $11,403-89.7% |