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 | $43,910 | $85,022-48.4% | $70,515-37.7% | $139,434-68.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 19.40% | 30.38%-11.0pp | 32.77%-13.4pp | 372.94%-353.5pp |
| Employer contribution / active EE | $1,576 | $3,909-59.7% | $2,973-47.0% | $4,751-66.8% |
| Participant deferral / active EE | $2,000 | $5,890-66.0% | $4,567-56.2% | $6,710-70.2% |
| Admin fee / account holder | $864 | $8,906-90.3% | $6,412-86.5% | $11,403-92.4% |