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 9-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 | $24,802 | $77,730-68.1% | $70,164-64.7% | $139,434-82.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.73% | 18.98%-1.2pp | 18.87%-1.1pp | 372.94%-355.2pp |
| Employer contribution / active EE | $2,642 | $4,990-47.0% | $4,287-38.4% | $4,751-44.4% |
| Participant deferral / active EE | $3,861 | $6,448-40.1% | $5,395-28.4% | $6,710-42.5% |
| Admin fee / account holder | $1,817 | $5,368-66.1% | $4,561-60.2% | $11,403-84.1% |