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 | $36,195 | $80,717-55.2% | $154,803-76.6% | $84,808-57.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 17.98% | 37.96%-20.0pp | 58.88%-40.9pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,302 | $2,761-16.6% | $4,305-46.5% | $2,631-12.5% |
| Participant deferral / active EE | $3,824 | $3,303+15.8% | $5,540-31.0% | $4,212-9.2% |
| Admin fee / account holder | $3,721 | $6,746-44.8% | $14,329-74.0% | $7,344-49.3% |