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 | $36,631 | $96,956-62.2% | $70,014-47.7% | $273,961-86.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 5.13% | 12.93%-7.8pp | 12.99%-7.9pp | 41.45%-36.3pp |
| Employer contribution / active EE | $13,967 | $3,316+321.2% | $2,338+497.3% | $4,869+186.9% |
| Participant deferral / active EE | $7,439 | $3,744+98.7% | $2,931+153.8% | $5,287+40.7% |
| Admin fee / account holder | $302 | $7,934-96.2% | $4,380-93.1% | $10,132-97.0% |