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 | $101,618-70.3% | $93,063-67.6% | $137,256-78.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 13.55% | 223.95%-210.4pp | 34.15%-20.6pp | 220.34%-206.8pp |
| Employer contribution / active EE | $3,305 | $2,707+22.1% | $2,476+33.5% | $4,156-20.5% |
| Participant deferral / active EE | $3,980 | $4,279-7.0% | $3,958+0.6% | $6,407-37.9% |
| Admin fee / account holder | $9,508 | $6,198+53.4% | $6,033+57.6% | $12,270-22.5% |