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 6-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 | $33,235 | $127,065-73.8% | $113,168-70.6% | $142,382-76.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 24.04% | 24.03%0pp | 24.27%-0.2pp | 217.08%-193.0pp |
| Employer contribution / active EE | $2,592 | $3,442-24.7% | $2,975-12.9% | $4,299-39.7% |
| Participant deferral / active EE | $2,226 | $5,716-61.1% | $5,107-56.4% | $6,507-65.8% |
| Admin fee / account holder | $1,498 | $15,736-90.5% | $12,068-87.6% | $12,624-88.1% |