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 8-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 | $39,198 | $93,571-58.1% | $135,903-71.2% | $75,163-47.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.21% | 30.90%-7.7pp | 68.23%-45.0pp | 160.62%-137.4pp |
| Employer contribution / active EE | $4,578 | $3,537+29.4% | $4,856-5.7% | $2,670+71.5% |
| Participant deferral / active EE | $8,625 | $6,404+34.7% | $7,758+11.2% | $4,125+109.1% |
| Admin fee / account holder | $4,357 | $6,975-37.5% | $10,762-59.5% | $5,651-22.9% |