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 | $35,454 | $56,053-36.7% | $75,972-53.3% | $80,856-56.2% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 13.10% | 20.53%-7.4pp | 359.55%-346.4pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,820 | $1,874+50.5% | $2,685+5.0% | $2,755+2.4% |
| Participant deferral / active EE | $4,732 | $3,052+55.1% | $4,255+11.2% | $4,296+10.1% |
| Admin fee / account holder | $7,428 | $5,234+41.9% | $6,467+14.9% | $6,918+7.4% |