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 | $40,403 | $83,337-51.5% | $67,834-40.4% | $273,961-85.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 8.90% | 259.45%-250.5pp | 138.47%-129.6pp | 41.45%-32.6pp |
| Employer contribution / active EE | $2,825 | $3,287-14.1% | $2,403+17.5% | $4,869-42.0% |
| Participant deferral / active EE | $5,813 | $4,088+42.2% | $3,160+84.0% | $5,287+9.9% |
| Admin fee / account holder | $437 | $6,752-93.5% | $4,622-90.5% | $10,132-95.7% |