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 6-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 | $57,382 | $124,281-53.8% | $109,143-47.4% | $167,490-65.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.99% | 26.04%-11.0pp | 25.75%-10.8pp | 478.56%-463.6pp |
| Employer contribution / active EE | $1,694 | $4,207-59.7% | $3,722-54.5% | $4,837-65.0% |
| Participant deferral / active EE | $2,712 | $5,255-48.4% | $4,653-41.7% | $6,341-57.2% |
| Admin fee / account holder | $5,114 | $7,970-35.8% | $6,752-24.3% | $12,309-58.5% |