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 | $40,126 | $59,101-32.1% | $77,163-48.0% | $75,163-46.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 17.96% | 26.71%-8.7pp | 37.87%-19.9pp | 160.62%-142.7pp |
| Employer contribution / active EE | $3,131 | $1,995+56.9% | $2,535+23.5% | $2,670+17.3% |
| Participant deferral / active EE | $6,440 | $2,999+114.7% | $3,833+68.0% | $4,125+56.1% |
| Admin fee / account holder | $556 | $4,774-88.4% | $5,472-89.8% | $5,651-90.2% |