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 | $30,841 | $88,707-65.2% | $74,183-58.4% | $273,961-88.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.08% | 11.94%-6.9pp | 17.74%-12.7pp | 41.45%-36.4pp |
| Employer contribution / active EE | $2,553 | $3,159-19.2% | $2,370+7.7% | $4,869-47.6% |
| Participant deferral / active EE | $5,552 | $4,212+31.8% | $3,550+56.4% | $5,287+5.0% |
| Admin fee / account holder | $9,422 | $8,717+8.1% | $5,586+68.7% | $10,132-7.0% |