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 | $44,813 | $94,031-52.3% | $115,768-61.3% | $82,448-45.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 16.12% | 20.61%-4.5pp | 100.46%-84.3pp | 41.64%-25.5pp |
| Employer contribution / active EE | $2,363 | $2,323+1.7% | $2,940-19.6% | $2,551-7.4% |
| Participant deferral / active EE | $5,015 | $3,972+26.3% | $4,917+2.0% | $4,139+21.1% |
| Admin fee / account holder | $7,958 | $10,249-22.4% | $12,439-36.0% | $7,234+10.0% |