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 | $26,679 | $48,076-44.5% | $78,689-66.1% | $62,891-57.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 10.91% | 31.35%-20.4pp | 62.18%-51.3pp | 20.14%-9.2pp |
| Employer contribution / active EE | $2,491 | $2,015+23.6% | $2,851-12.6% | $2,281+9.2% |
| Participant deferral / active EE | $3,319 | $2,588+28.2% | $3,517-5.6% | $3,203+3.6% |
| Admin fee / account holder | $1,624 | $3,207-49.4% | $4,510-64.0% | $4,296-62.2% |