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 | $37,312 | $109,413-65.9% | $156,263-76.1% | $84,808-56.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 18.90% | 20.18%-1.3pp | 59.47%-40.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $2,571 | $2,907-11.5% | $4,333-40.7% | $2,631-2.3% |
| Participant deferral / active EE | $4,793 | $4,590+4.4% | $6,158-22.2% | $4,212+13.8% |
| Admin fee / account holder | $550 | $9,357-94.1% | $14,255-96.1% | $7,344-92.5% |