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 | $35,491 | $58,512-39.3% | $84,015-57.8% | $72,985-51.4% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 23.54% | 28.93%-5.4pp | 71.31%-47.8pp | 81.00%-57.5pp |
| Employer contribution / active EE | $1,908 | $1,163+64.1% | $1,983-3.8% | $2,440-21.8% |
| Participant deferral / active EE | $3,476 | $2,394+45.2% | $3,239+7.3% | $3,607-3.6% |
| Admin fee / account holder | $8,811 | $4,569+92.8% | $6,101+44.4% | $5,124+71.9% |