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 8-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 | $19,620 | $102,245-80.8% | $89,340-78.0% | $137,256-85.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 18.78% | 21.89%-3.1pp | 20.57%-1.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $3,470 | $2,529+37.2% | $2,231+55.5% | $4,156-16.5% |
| Participant deferral / active EE | $1,822 | $4,436-58.9% | $3,823-52.3% | $6,407-71.6% |
| Admin fee / account holder | $4,249 | $8,085-47.5% | $6,704-36.6% | $12,270-65.4% |