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 | $22,323 | $140,578-84.1% | $100,671-77.8% | $125,391-82.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 7.86% | 24.67%-16.8pp | 20.43%-12.6pp | 282.22%-274.4pp |
| Employer contribution / active EE | $5,598 | $5,965-6.2% | $4,012+39.5% | $4,866+15.0% |
| Participant deferral / active EE | $3,954 | $3,981-0.7% | $3,144+25.8% | $5,352-26.1% |
| Admin fee / account holder | $532 | $6,716-92.1% | $4,850-89.0% | $9,540-94.4% |