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 | $62,279 | $100,970-38.3% | $96,576-35.5% | $137,256-54.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 19.86% | 38.16%-18.3pp | 38.47%-18.6pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,538 | $3,809-33.4% | $3,553-28.6% | $4,156-38.9% |
| Participant deferral / active EE | $5,258 | $8,286-36.5% | $7,956-33.9% | $6,407-17.9% |
| Admin fee / account holder | $953 | $11,312-91.6% | $11,381-91.6% | $12,270-92.2% |