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 | $43,016 | $57,016-24.6% | $84,966-49.4% | $80,856-46.8% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 17.16% | 21.66%-4.5pp | 66.38%-49.2pp | 35.59%-18.4pp |
| Employer contribution / active EE | $5,784 | $1,798+221.8% | $2,727+112.1% | $2,755+110.0% |
| Participant deferral / active EE | $11,876 | $3,110+281.9% | $4,519+162.8% | $4,296+176.4% |
| Admin fee / account holder | $4,388 | $4,980-11.9% | $6,149-28.6% | $6,918-36.6% |