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 | $49,662 | $62,672-20.8% | $185,117-73.2% | $70,131-29.2% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 17.57% | 40.79%-23.2pp | 40.50%-22.9pp | 73.14%-55.6pp |
| Employer contribution / active EE | $4,227 | $1,753+141.1% | $4,182+1.1% | $2,342+80.5% |
| Participant deferral / active EE | $2,796 | $3,272-14.5% | $5,045-44.6% | $3,332-16.1% |
| Admin fee / account holder | $979 | $3,932-75.1% | $8,159-88.0% | $4,645-78.9% |