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 | $31,779 | $124,425-74.5% | $112,040-71.6% | $137,256-76.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.78% | 24.72%-4.9pp | 24.52%-4.7pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,331 | $3,411-61.0% | $2,954-55.0% | $4,156-68.0% |
| Participant deferral / active EE | $3,237 | $5,718-43.4% | $5,098-36.5% | $6,407-49.5% |
| Admin fee / account holder | $401 | $15,207-97.4% | $12,098-96.7% | $12,270-96.7% |