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 | $94,625-52.6% | $116,228-61.4% | $84,808-47.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 16.12% | 20.40%-4.3pp | 90.06%-73.9pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,363 | $2,347+0.7% | $2,994-21.1% | $2,631-10.2% |
| Participant deferral / active EE | $5,015 | $3,972+26.3% | $4,953+1.2% | $4,212+19.1% |
| Admin fee / account holder | $7,958 | $10,091-21.1% | $11,989-33.6% | $7,344+8.4% |