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 6-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 | $59,054 | $106,584-44.6% | $101,326-41.7% | $142,382-58.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.64% | 36.93%-17.3pp | 36.82%-17.2pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,850 | $3,956-53.2% | $3,665-49.5% | $4,299-57.0% |
| Participant deferral / active EE | $4,510 | $8,297-45.6% | $7,994-43.6% | $6,507-30.7% |
| Admin fee / account holder | $1,010 | $11,446-91.2% | $11,185-91.0% | $12,624-92.0% |