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 3-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 | $10,531 | $101,618-89.6% | $93,063-88.7% | $137,256-92.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 23.85% | 223.95%-200.1pp | 34.15%-10.3pp | 220.34%-196.5pp |
| Employer contribution / active EE | $2,263 | $2,707-16.4% | $2,476-8.6% | $4,156-45.5% |
| Participant deferral / active EE | $2,503 | $4,279-41.5% | $3,958-36.8% | $6,407-60.9% |
| Admin fee / account holder | $741 | $6,198-88.0% | $6,033-87.7% | $12,270-94.0% |