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 | $22,443 | $72,177-68.9% | $115,037-80.5% | $59,632-62.4% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 16.54% | 12.02%+4.5pp | 26.14%-9.6pp | 2041.28%-2024.7pp |
| Employer contribution / active EE | $3,280 | $2,841+15.5% | $4,608-28.8% | $2,203+48.9% |
| Participant deferral / active EE | $3,723 | $4,783-22.2% | $6,026-38.2% | $3,192+16.6% |
| Admin fee / account holder | $519 | $4,927-89.5% | $8,175-93.6% | $4,297-87.9% |