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 | $40,719 | $75,963-46.4% | $97,995-58.4% | $70,131-41.9% |
| Participation rate | 100.0% | 77.0%+23.0pp | 82.4%+17.6pp | 69.5%+30.5pp |
| Annual return | 16.71% | 19.26%-2.5pp | 23.94%-7.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $3,284 | $3,278+0.2% | $4,158-21.0% | $2,342+40.2% |
| Participant deferral / active EE | $2,169 | $4,053-46.5% | $5,097-57.4% | $3,332-34.9% |
| Admin fee / account holder | $1,468 | $5,407-72.8% | $5,943-75.3% | $4,645-68.4% |