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 | $34,161 | $179,726-81.0% | $156,263-78.1% | $142,382-76.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.07% | 77.86%-66.8pp | 59.47%-48.4pp | 217.08%-206.0pp |
| Employer contribution / active EE | $3,784 | $5,069-25.3% | $4,333-12.7% | $4,299-12.0% |
| Participant deferral / active EE | $4,743 | $6,956-31.8% | $6,158-23.0% | $6,507-27.1% |
| Admin fee / account holder | $5,959 | $17,272-65.5% | $14,255-58.2% | $12,624-52.8% |