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 | $39,799 | $81,248-51.0% | $155,509-74.4% | $80,856-50.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 19.60% | 33.31%-13.7pp | 64.67%-45.1pp | 35.59%-16.0pp |
| Employer contribution / active EE | $2,183 | $3,100-29.6% | $4,672-53.3% | $2,755-20.8% |
| Participant deferral / active EE | $5,378 | $3,452+55.8% | $5,626-4.4% | $4,296+25.2% |
| Admin fee / account holder | $1,671 | $7,997-79.1% | $15,912-89.5% | $6,918-75.8% |