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 | $32,261 | $45,073-28.4% | $69,455-53.6% | $72,985-55.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 10.77% | 22.65%-11.9pp | 28.97%-18.2pp | 81.00%-70.2pp |
| Employer contribution / active EE | $1,615 | $2,054-21.4% | $2,779-41.9% | $2,440-33.8% |
| Participant deferral / active EE | $3,906 | $2,602+50.1% | $3,535+10.5% | $3,607+8.3% |
| Admin fee / account holder | $1,111 | $3,056-63.7% | $3,839-71.1% | $5,124-78.3% |