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 | $27,251 | $104,974-74.0% | $95,585-71.5% | $142,382-80.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.07% | 210.33%-191.3pp | 38.56%-19.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,317 | $2,779-52.6% | $2,527-47.9% | $4,299-69.4% |
| Participant deferral / active EE | $5,884 | $4,352+35.2% | $4,023+46.3% | $6,507-9.6% |
| Admin fee / account holder | $7,219 | $6,386+13.0% | $6,127+17.8% | $12,624-42.8% |