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 | $35,346 | $214,378-83.5% | $200,582-82.4% | $142,382-75.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.78% | 46.41%-33.6pp | 42.33%-29.6pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,722 | $6,841-74.8% | $6,419-73.2% | $4,299-59.9% |
| Participant deferral / active EE | $5,431 | $9,865-44.9% | $9,331-41.8% | $6,507-16.5% |
| Admin fee / account holder | $2,025 | $17,692-88.6% | $16,305-87.6% | $12,624-84.0% |