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 | $34,162 | $103,376-67.0% | $87,100-60.8% | $152,861-77.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 20.67% | 28.10%-7.4pp | 28.19%-7.5pp | 345.32%-324.7pp |
| Employer contribution / active EE | $2,960 | $3,220-8.1% | $2,521+17.4% | $4,762-37.9% |
| Participant deferral / active EE | $7,761 | $4,778+62.4% | $4,049+91.7% | $5,850+32.7% |
| Admin fee / account holder | $7,198 | $12,205-41.0% | $7,497-4.0% | $11,596-37.9% |