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 | $56,076 | $72,277-22.4% | $101,248-44.6% | $79,858-29.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 20.69% | 22.30%-1.6pp | 46.47%-25.8pp | 31.71%-11.0pp |
| Employer contribution / active EE | $1,941 | $2,692-27.9% | $3,660-47.0% | $2,471-21.4% |
| Participant deferral / active EE | $4,858 | $3,282+48.0% | $4,370+11.2% | $3,740+29.9% |
| Admin fee / account holder | $712 | $4,400-83.8% | $5,945-88.0% | $5,306-86.6% |