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 | $39,026 | $105,630-63.1% | $87,507-55.4% | $273,961-85.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 6.94% | 12.25%-5.3pp | 12.21%-5.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $1,492 | $3,141-52.5% | $2,550-41.5% | $4,869-69.4% |
| Participant deferral / active EE | $1,659 | $3,601-53.9% | $3,149-47.3% | $5,287-68.6% |
| Admin fee / account holder | $2,063 | $4,781-56.8% | $4,221-51.1% | $10,132-79.6% |