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 | $41,520 | $72,492-42.7% | $87,100-52.3% | $72,985-43.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 69.98% | 24.46%+45.5pp | 28.19%+41.8pp | 81.00%-11.0pp |
| Employer contribution / active EE | $1,595 | $1,894-15.8% | $2,521-36.7% | $2,440-34.6% |
| Participant deferral / active EE | $2,654 | $3,270-18.8% | $4,049-34.4% | $3,607-26.4% |
| Admin fee / account holder | $530 | $5,055-89.5% | $7,497-92.9% | $5,124-89.7% |