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 3-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 | $33,814 | $94,338-64.2% | $100,534-66.4% | $142,382-76.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 19.76% | 29.20%-9.4pp | 32.66%-12.9pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,748 | $4,237-58.7% | $4,346-59.8% | $4,299-59.3% |
| Participant deferral / active EE | $6,302 | $5,934+6.2% | $6,144+2.6% | $6,507-3.2% |
| Admin fee / account holder | $449 | $8,421-94.7% | $7,654-94.1% | $12,624-96.4% |