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 | $23,128 | $135,952-83.0% | $123,892-81.3% | $273,961-91.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 23.54% | 56.63%-33.1pp | 47.52%-24.0pp | 41.45%-17.9pp |
| Employer contribution / active EE | $3,758 | $5,170-27.3% | $4,617-18.6% | $4,869-22.8% |
| Participant deferral / active EE | $15,551 | $6,343+145.2% | $5,984+159.9% | $5,287+194.1% |
| Admin fee / account holder | $584 | $9,817-94.0% | $8,357-93.0% | $10,132-94.2% |