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 7-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 | $28,795 | $85,022-66.1% | $70,515-59.2% | $139,434-79.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 16.76% | 30.38%-13.6pp | 32.77%-16.0pp | 372.94%-356.2pp |
| Employer contribution / active EE | $2,659 | $3,909-32.0% | $2,973-10.6% | $4,751-44.0% |
| Participant deferral / active EE | $8,276 | $5,890+40.5% | $4,567+81.2% | $6,710+23.3% |
| Admin fee / account holder | $5,026 | $8,906-43.6% | $6,412-21.6% | $11,403-55.9% |