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 | $31,148 | $124,425-75.0% | $112,040-72.2% | $137,256-77.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.21% | 24.72%-6.5pp | 24.52%-6.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,032 | $3,411-40.4% | $2,954-31.2% | $4,156-51.1% |
| Participant deferral / active EE | $4,340 | $5,718-24.1% | $5,098-14.9% | $6,407-32.3% |
| Admin fee / account holder | $640 | $15,207-95.8% | $12,098-94.7% | $12,270-94.8% |