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 | $57,447 | $118,450-51.5% | $98,439-41.6% | $139,434-58.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 20.79% | 18.94%+1.9pp | 21.16%-0.4pp | 372.94%-352.1pp |
| Employer contribution / active EE | $7,213 | $3,609+99.8% | $3,048+136.6% | $4,751+51.8% |
| Participant deferral / active EE | $18,471 | $5,392+242.6% | $4,738+289.9% | $6,710+175.3% |
| Admin fee / account holder | $1,212 | $14,026-91.4% | $8,948-86.5% | $11,403-89.4% |