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 | $36,869 | $76,407-51.7% | $150,298-75.5% | $82,448-55.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 18.18% | 39.99%-21.8pp | 62.79%-44.6pp | 41.64%-23.5pp |
| Employer contribution / active EE | $2,281 | $2,614-12.8% | $4,154-45.1% | $2,551-10.6% |
| Participant deferral / active EE | $4,515 | $3,214+40.5% | $5,453-17.2% | $4,139+9.1% |
| Admin fee / account holder | $934 | $6,352-85.3% | $14,116-93.4% | $7,234-87.1% |