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 | $20,454 | $46,553-56.1% | $64,056-68.1% | $75,163-72.8% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 21.56% | 26.03%-4.5pp | 33.69%-12.1pp | 160.62%-139.1pp |
| Employer contribution / active EE | $2,175 | $1,974+10.2% | $2,747-20.8% | $2,670-18.5% |
| Participant deferral / active EE | $2,412 | $2,837-15.0% | $3,880-37.8% | $4,125-41.5% |
| Admin fee / account holder | $1,126 | $2,952-61.9% | $3,068-63.3% | $5,651-80.1% |