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 | $11,359 | $106,515-89.3% | $96,683-88.3% | $139,434-91.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 27.91% | 38.43%-10.5pp | 35.69%-7.8pp | 372.94%-345.0pp |
| Employer contribution / active EE | $2,618 | $4,103-36.2% | $3,737-29.9% | $4,751-44.9% |
| Participant deferral / active EE | $3,180 | $5,454-41.7% | $4,878-34.8% | $6,710-52.6% |
| Admin fee / account holder | $1,126 | $7,877-85.7% | $6,730-83.3% | $11,403-90.1% |