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 | $34,956 | $132,239-73.6% | $105,722-66.9% | $273,961-87.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 17.81% | 10.07%+7.7pp | 12.25%+5.6pp | 41.45%-23.6pp |
| Employer contribution / active EE | $2,028 | $4,867-58.3% | $4,079-50.3% | $4,869-58.3% |
| Participant deferral / active EE | $9,545 | $6,233+53.1% | $5,326+79.2% | $5,287+80.5% |
| Admin fee / account holder | $511 | $12,032-95.8% | $8,308-93.8% | $10,132-95.0% |