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 | $104,974-90.0% | $95,585-89.0% | $142,382-92.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 23.85% | 210.33%-186.5pp | 38.56%-14.7pp | 217.08%-193.2pp |
| Employer contribution / active EE | $2,263 | $2,779-18.5% | $2,527-10.4% | $4,299-47.4% |
| Participant deferral / active EE | $2,503 | $4,352-42.5% | $4,023-37.8% | $6,507-61.5% |
| Admin fee / account holder | $741 | $6,386-88.4% | $6,127-87.9% | $12,624-94.1% |