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 5-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 | $30,462 | $57,057-46.6% | $85,009-64.2% | $80,874-62.3% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 17.24% | 21.66%-4.4pp | 66.47%-49.2pp | 35.62%-18.4pp |
| Employer contribution / active EE | $2,882 | $1,799+60.2% | $2,728+5.6% | $2,756+4.6% |
| Participant deferral / active EE | $6,709 | $3,112+115.6% | $4,522+48.4% | $4,297+56.1% |
| Admin fee / account holder | $1,142 | $4,986-77.1% | $6,153-81.4% | $6,935-83.5% |