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 7-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 | $30,172 | $104,974-71.3% | $95,585-68.4% | $142,382-78.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.55% | 210.33%-196.8pp | 38.56%-25.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $3,305 | $2,779+18.9% | $2,527+30.8% | $4,299-23.1% |
| Participant deferral / active EE | $3,980 | $4,352-8.5% | $4,023-1.1% | $6,507-38.8% |
| Admin fee / account holder | $9,508 | $6,386+48.9% | $6,127+55.2% | $12,624-24.7% |