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 | $34,871 | $162,781-78.6% | $133,956-74.0% | $158,922-78.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 28.42% | 41.94%-13.5pp | 45.09%-16.7pp | 302.83%-274.4pp |
| Employer contribution / active EE | $3,962 | $4,975-20.4% | $3,919+1.1% | $4,761-16.8% |
| Participant deferral / active EE | $5,634 | $5,911-4.7% | $5,048+11.6% | $5,982-5.8% |
| Admin fee / account holder | $1,740 | $11,736-85.2% | $8,927-80.5% | $11,246-84.5% |