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 | $37,440 | $105,630-64.6% | $87,507-57.2% | $273,961-86.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 20.58% | 12.25%+8.3pp | 12.21%+8.4pp | 41.45%-20.9pp |
| Employer contribution / active EE | $17,039 | $3,141+442.6% | $2,550+568.3% | $4,869+250.0% |
| Participant deferral / active EE | $9,300 | $3,601+158.3% | $3,149+195.4% | $5,287+75.9% |
| Admin fee / account holder | $337 | $4,781-92.9% | $4,221-92.0% | $10,132-96.7% |