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 | $42,460 | $110,257-61.5% | $96,544-56.0% | $139,434-69.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 22.97% | 26.32%-3.3pp | 25.84%-2.9pp | 372.94%-350.0pp |
| Employer contribution / active EE | $2,351 | $3,620-35.1% | $2,965-20.7% | $4,751-50.5% |
| Participant deferral / active EE | $5,252 | $5,548-5.3% | $4,851+8.3% | $6,710-21.7% |
| Admin fee / account holder | $2,696 | $11,591-76.7% | $8,252-67.3% | $11,403-76.4% |