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 | $44,975 | $78,705-42.9% | $117,854-61.8% | $70,131-35.9% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 16.54% | 23.30%-6.8pp | 335.08%-318.5pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,650 | $2,223-25.8% | $3,786-56.4% | $2,342-29.6% |
| Participant deferral / active EE | $3,484 | $3,297+5.7% | $4,482-22.3% | $3,332+4.6% |
| Admin fee / account holder | $760 | $5,065-85.0% | $8,020-90.5% | $4,645-83.6% |