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 | $43,106 | $80,717-46.6% | $154,803-72.2% | $84,808-49.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 18.31% | 37.96%-19.7pp | 58.88%-40.6pp | 40.90%-22.6pp |
| Employer contribution / active EE | $4,251 | $2,761+54.0% | $4,305-1.3% | $2,631+61.6% |
| Participant deferral / active EE | $6,301 | $3,303+90.8% | $5,540+13.7% | $4,212+49.6% |
| Admin fee / account holder | $3,614 | $6,746-46.4% | $14,329-74.8% | $7,344-50.8% |