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 6-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 | $65,756 | $106,515-38.3% | $96,683-32.0% | $139,434-52.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.03% | 38.43%-24.4pp | 35.69%-21.7pp | 372.94%-358.9pp |
| Employer contribution / active EE | $1,093 | $4,103-73.4% | $3,737-70.7% | $4,751-77.0% |
| Participant deferral / active EE | $4,387 | $5,454-19.6% | $4,878-10.1% | $6,710-34.6% |
| Admin fee / account holder | $6,264 | $7,877-20.5% | $6,730-6.9% | $11,403-45.1% |