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 | $57,183 | $104,974-45.5% | $95,585-40.2% | $142,382-59.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.77% | 210.33%-197.6pp | 38.56%-25.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $2,664 | $2,779-4.1% | $2,527+5.4% | $4,299-38.0% |
| Participant deferral / active EE | $4,644 | $4,352+6.7% | $4,023+15.5% | $6,507-28.6% |
| Admin fee / account holder | $1,244 | $6,386-80.5% | $6,127-79.7% | $12,624-90.1% |