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 | $52,599 | $107,452-51.0% | $91,541-42.5% | $142,382-63.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 12.71% | 22.06%-9.3pp | 20.50%-7.8pp | 217.08%-204.4pp |
| Employer contribution / active EE | $3,155 | $2,994+5.4% | $2,505+26.0% | $4,299-26.6% |
| Participant deferral / active EE | $5,153 | $4,754+8.4% | $4,008+28.6% | $6,507-20.8% |
| Admin fee / account holder | $2,055 | $8,834-76.7% | $6,956-70.5% | $12,624-83.7% |