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 | $26,327 | $84,233-68.7% | $170,442-84.6% | $70,131-62.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.26% | 23.06%-7.8pp | 205.93%-190.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $1,401 | $3,387-58.6% | $5,433-74.2% | $2,342-40.2% |
| Participant deferral / active EE | $2,291 | $3,086-25.7% | $4,939-53.6% | $3,332-31.2% |
| Admin fee / account holder | $2,346 | $5,698-58.8% | $13,880-83.1% | $4,645-49.5% |