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 | $22,997 | $77,899-70.5% | $149,673-84.6% | $75,163-69.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 21.20% | 31.72%-10.5pp | 134.42%-113.2pp | 160.62%-139.4pp |
| Employer contribution / active EE | $2,440 | $3,137-22.2% | $4,818-49.4% | $2,670-8.6% |
| Participant deferral / active EE | $5,035 | $3,411+47.6% | $5,680-11.4% | $4,125+22.1% |
| Admin fee / account holder | $1,348 | $5,956-77.4% | $13,210-89.8% | $5,651-76.1% |