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 | $37,317 | $102,616-63.6% | $81,983-54.5% | $158,922-76.5% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.2%+5.8pp | 82.0%-7.0pp |
| Annual return | 19.50% | 61.04%-41.5pp | 41.31%-21.8pp | 302.83%-283.3pp |
| Employer contribution / active EE | $1,406 | $3,240-56.6% | $2,498-43.7% | $4,761-70.5% |
| Participant deferral / active EE | $3,108 | $4,648-33.1% | $3,722-16.5% | $5,982-48.0% |
| Admin fee / account holder | $607 | $8,235-92.6% | $5,664-89.3% | $11,246-94.6% |