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 6-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 | $38,540 | $154,365-75.0% | $130,231-70.4% | $139,434-72.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 26.85% | 30.34%-3.5pp | 38.77%-11.9pp | 372.94%-346.1pp |
| Employer contribution / active EE | $6,044 | $5,170+16.9% | $4,126+46.5% | $4,751+27.2% |
| Participant deferral / active EE | $7,088 | $8,498-16.6% | $6,799+4.3% | $6,710+5.6% |
| Admin fee / account holder | $441 | $9,214-95.2% | $6,020-92.7% | $11,403-96.1% |