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 | $41,436 | $109,881-62.3% | $150,045-72.4% | $84,808-51.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.95% | 28.25%-9.3pp | 62.55%-43.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $2,451 | $3,561-31.2% | $4,693-47.8% | $2,631-6.8% |
| Participant deferral / active EE | $8,827 | $6,636+33.0% | $7,997+10.4% | $4,212+109.6% |
| Admin fee / account holder | $4,351 | $8,568-49.2% | $13,435-67.6% | $7,344-40.7% |