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 9-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 | $22,342 | $93,571-76.1% | $135,903-83.6% | $75,163-70.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 25.01% | 30.90%-5.9pp | 68.23%-43.2pp | 160.62%-135.6pp |
| Employer contribution / active EE | $3,377 | $3,537-4.5% | $4,856-30.5% | $2,670+26.5% |
| Participant deferral / active EE | $5,977 | $6,404-6.7% | $7,758-23.0% | $4,125+44.9% |
| Admin fee / account holder | $2,595 | $6,975-62.8% | $10,762-75.9% | $5,651-54.1% |