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 | $30,563 | $85,022-64.1% | $70,515-56.7% | $139,434-78.1% |
| Participation rate | 75.0% | 73.9%+1.1pp | 68.3%+6.7pp | 80.3%-5.3pp |
| Annual return | 20.75% | 30.38%-9.6pp | 32.77%-12.0pp | 372.94%-352.2pp |
| Employer contribution / active EE | $2,379 | $3,909-39.2% | $2,973-20.0% | $4,751-49.9% |
| Participant deferral / active EE | $6,949 | $5,890+18.0% | $4,567+52.2% | $6,710+3.6% |
| Admin fee / account holder | $983 | $8,906-89.0% | $6,412-84.7% | $11,403-91.4% |