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 | $36,002 | $64,121-43.9% | $78,805-54.3% | $116,875-69.2% |
| Participation rate | 100.0% | 71.0%+29.0pp | 73.6%+26.4pp | 74.5%+25.5pp |
| Annual return | 18.35% | 16.32%+2.0pp | -2.71%+21.1pp | 16.29%+2.1pp |
| Employer contribution / active EE | $2,291 | $2,257+1.5% | $4,059-43.5% | $3,288-30.3% |
| Participant deferral / active EE | $3,387 | $2,757+22.9% | $3,584-5.5% | $3,885-12.8% |
| Admin fee / account holder | $1,187 | $5,745-79.3% | $5,677-79.1% | $12,263-90.3% |