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 | $26,924 | $75,828-64.5% | $147,614-81.8% | $59,632-54.9% |
| Participation rate | 80.6% | 71.6%+9.1pp | 84.6%-4.0pp | 68.7%+12.0pp |
| Annual return | 27.54% | 0.37%+27.2pp | 61.98%-34.4pp | 2041.28%-2013.7pp |
| Employer contribution / active EE | $3,873 | $3,485+11.2% | $5,564-30.4% | $2,203+75.8% |
| Participant deferral / active EE | $4,976 | $3,130+58.9% | $4,895+1.6% | $3,192+55.9% |
| Admin fee / account holder | $1,368 | $5,985-77.1% | $11,611-88.2% | $4,297-68.2% |