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 | $47,482 | $127,065-62.6% | $113,168-58.0% | $142,382-66.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 10.22% | 24.03%-13.8pp | 24.27%-14.0pp | 217.08%-206.9pp |
| Employer contribution / active EE | $1,989 | $3,442-42.2% | $2,975-33.2% | $4,299-53.7% |
| Participant deferral / active EE | $5,031 | $5,716-12.0% | $5,107-1.5% | $6,507-22.7% |
| Admin fee / account holder | $894 | $15,736-94.3% | $12,068-92.6% | $12,624-92.9% |