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 | $25,595 | $56,423-54.6% | $77,163-66.8% | $71,457-64.2% |
| Participation rate | 100.0% | 64.3%+35.7pp | 69.6%+30.4pp | 67.9%+32.1pp |
| Annual return | 20.51% | 19.05%+1.5pp | 37.87%-17.4pp | 28.85%-8.3pp |
| Employer contribution / active EE | $2,659 | $1,866+42.5% | $2,535+4.9% | $2,588+2.8% |
| Participant deferral / active EE | $1,515 | $3,142-51.8% | $3,833-60.5% | $4,289-64.7% |
| Admin fee / account holder | $787 | $1,429-44.9% | $5,472-85.6% | $1,587-50.4% |