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 9-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 | $31,865 | $76,407-58.3% | $150,298-78.8% | $82,448-61.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 17.95% | 39.99%-22.0pp | 62.79%-44.8pp | 41.64%-23.7pp |
| Employer contribution / active EE | $2,188 | $2,614-16.3% | $4,154-47.3% | $2,551-14.2% |
| Participant deferral / active EE | $6,395 | $3,214+98.9% | $5,453+17.3% | $4,139+54.5% |
| Admin fee / account holder | $1,468 | $6,352-76.9% | $14,116-89.6% | $7,234-79.7% |