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 10-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 | $37,475 | $106,749-64.9% | $145,433-74.2% | $82,448-54.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.28% | 27.59%-8.3pp | 66.58%-47.3pp | 41.64%-22.4pp |
| Employer contribution / active EE | $2,522 | $3,444-26.8% | $4,554-44.6% | $2,551-1.1% |
| Participant deferral / active EE | $7,510 | $6,519+15.2% | $7,897-4.9% | $4,139+81.4% |
| Admin fee / account holder | $3,199 | $8,390-61.9% | $13,129-75.6% | $7,234-55.8% |