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 | $31,206 | $76,552-59.2% | $123,892-74.8% | $62,891-50.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.83% | 18.68%-8.8pp | 47.52%-37.7pp | 20.14%-10.3pp |
| Employer contribution / active EE | $4,080 | $2,883+41.6% | $4,617-11.6% | $2,281+78.9% |
| Participant deferral / active EE | $7,736 | $4,840+59.8% | $5,984+29.3% | $3,203+141.5% |
| Admin fee / account holder | $2,407 | $4,826-50.1% | $8,357-71.2% | $4,296-44.0% |