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 | $58,812 | $78,520-25.1% | $96,576-39.1% | $82,448-28.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 16.24% | 41.30%-25.1pp | 38.47%-22.2pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,335 | $2,630-49.2% | $3,553-62.4% | $2,551-47.7% |
| Participant deferral / active EE | $4,008 | $6,754-40.7% | $7,956-49.6% | $4,139-3.2% |
| Admin fee / account holder | $9,588 | $13,455-28.7% | $11,381-15.8% | $7,234+32.5% |