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 | $6,591 | $87,166-92.4% | $76,735-91.4% | $137,256-95.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 17.42% | 26.50%-9.1pp | 29.77%-12.3pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,266 | $2,904-22.0% | $2,454-7.7% | $4,156-45.5% |
| Participant deferral / active EE | $2,467 | $4,726-47.8% | $4,088-39.7% | $6,407-61.5% |
| Admin fee / account holder | $1,526 | $8,403-81.8% | $7,189-78.8% | $12,270-87.6% |