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 3-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 | $7,143 | $95,266-92.5% | $82,389-91.3% | $142,382-95.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 19.43% | 25.74%-6.3pp | 28.67%-9.2pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,021 | $2,991-32.4% | $2,517-19.7% | $4,299-53.0% |
| Participant deferral / active EE | $2,370 | $4,809-50.7% | $4,155-42.9% | $6,507-63.6% |
| Admin fee / account holder | $2,831 | $8,563-66.9% | $7,231-60.9% | $12,624-77.6% |