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 | $17,130 | $59,101-71.0% | $77,163-77.8% | $75,163-77.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 21.73% | 26.71%-5.0pp | 37.87%-16.1pp | 160.62%-138.9pp |
| Employer contribution / active EE | $1,712 | $1,995-14.2% | $2,535-32.5% | $2,670-35.9% |
| Participant deferral / active EE | $3,603 | $2,999+20.1% | $3,833-6.0% | $4,125-12.7% |
| Admin fee / account holder | $636 | $4,774-86.7% | $5,472-88.4% | $5,651-88.7% |