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 | $38,534 | $117,841-67.3% | $102,423-62.4% | $145,922-73.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.14% | 31.65%-19.5pp | 29.32%-17.2pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,419 | $3,615-60.7% | $3,023-53.1% | $4,660-69.5% |
| Participant deferral / active EE | $3,740 | $5,731-34.7% | $5,053-26.0% | $6,688-44.1% |
| Admin fee / account holder | $347 | $13,326-97.4% | $9,451-96.3% | $13,397-97.4% |