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 | $54,131 | $106,749-49.3% | $145,433-62.8% | $82,448-34.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.97% | 27.59%-7.6pp | 66.58%-46.6pp | 41.64%-21.7pp |
| Employer contribution / active EE | $3,124 | $3,444-9.3% | $4,554-31.4% | $2,551+22.5% |
| Participant deferral / active EE | $6,436 | $6,519-1.3% | $7,897-18.5% | $4,139+55.5% |
| Admin fee / account holder | $1,866 | $8,390-77.8% | $13,129-85.8% | $7,234-74.2% |