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 3-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 | $32,898 | $95,266-65.5% | $82,389-60.1% | $142,382-76.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 28.67% | 25.74%+2.9pp | 28.67%0pp | 217.08%-188.4pp |
| Employer contribution / active EE | $9,015 | $2,991+201.4% | $2,517+258.2% | $4,299+109.7% |
| Participant deferral / active EE | $7,023 | $4,809+46.0% | $4,155+69.0% | $6,507+7.9% |
| Admin fee / account holder | $1,262 | $8,563-85.3% | $7,231-82.5% | $12,624-90.0% |