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 | $20,979 | $42,383-50.5% | $76,523-72.6% | $64,186-67.3% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 5.31% | -16.54%+21.8pp | -0.27%+5.6pp | 7.63%-2.3pp |
| Employer contribution / active EE | $3,824 | $1,563+144.6% | $2,647+44.4% | $2,381+60.6% |
| Participant deferral / active EE | $6,635 | $2,566+158.5% | $3,835+73.0% | $3,470+91.2% |
| Admin fee / account holder | $5,696 | $3,198+78.1% | $4,848+17.5% | $4,888+16.5% |