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 | $24,936 | $127,065-80.4% | $113,168-78.0% | $142,382-82.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 19.81% | 24.03%-4.2pp | 24.27%-4.5pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,725 | $3,442-20.8% | $2,975-8.4% | $4,299-36.6% |
| Participant deferral / active EE | $5,858 | $5,716+2.5% | $5,107+14.7% | $6,507-10.0% |
| Admin fee / account holder | $2,042 | $15,736-87.0% | $12,068-83.1% | $12,624-83.8% |