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 7-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 | $32,773 | $93,571-65.0% | $135,903-75.9% | $75,163-56.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 26.25% | 30.90%-4.7pp | 68.23%-42.0pp | 160.62%-134.4pp |
| Employer contribution / active EE | $3,251 | $3,537-8.1% | $4,856-33.1% | $2,670+21.8% |
| Participant deferral / active EE | $8,764 | $6,404+36.9% | $7,758+13.0% | $4,125+112.5% |
| Admin fee / account holder | $1,861 | $6,975-73.3% | $10,762-82.7% | $5,651-67.1% |