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 | $17,423 | $45,035-61.3% | $62,995-72.3% | $70,131-75.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 21.30% | 18.76%+2.5pp | 87.57%-66.3pp | 73.14%-51.8pp |
| Employer contribution / active EE | $2,147 | $2,051+4.7% | $2,759-22.2% | $2,342-8.3% |
| Participant deferral / active EE | $5,210 | $2,465+111.4% | $3,329+56.5% | $3,332+56.4% |
| Admin fee / account holder | $327 | $2,834-88.5% | $3,600-90.9% | $4,645-93.0% |