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 10-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 | $39,918 | $93,571-57.3% | $135,903-70.6% | $75,163-46.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.16% | 30.90%-11.7pp | 68.23%-49.1pp | 160.62%-141.5pp |
| Employer contribution / active EE | $2,975 | $3,537-15.9% | $4,856-38.7% | $2,670+11.4% |
| Participant deferral / active EE | $8,365 | $6,404+30.6% | $7,758+7.8% | $4,125+102.8% |
| Admin fee / account holder | $723 | $6,975-89.6% | $10,762-93.3% | $5,651-87.2% |