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 | $106,584-41.6% | $101,326-38.5% | $142,382-56.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.86% | 36.93%-17.1pp | 36.82%-17.0pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,538 | $3,956-35.9% | $3,665-30.8% | $4,299-41.0% |
| Participant deferral / active EE | $5,258 | $8,297-36.6% | $7,994-34.2% | $6,507-19.2% |
| Admin fee / account holder | $953 | $11,446-91.7% | $11,185-91.5% | $12,624-92.5% |