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 | $24,208 | $81,460-70.3% | $103,333-76.6% | $80,856-70.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 16.08% | 25.55%-9.5pp | 24.88%-8.8pp | 35.59%-19.5pp |
| Employer contribution / active EE | $2,590 | $3,105-16.6% | $3,868-33.0% | $2,755-6.0% |
| Participant deferral / active EE | $2,448 | $3,869-36.7% | $5,057-51.6% | $4,296-43.0% |
| Admin fee / account holder | $1,759 | $6,566-73.2% | $8,355-79.0% | $6,918-74.6% |