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 | $39,808 | $45,035-11.6% | $62,995-36.8% | $70,131-43.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.54% | 18.76%-7.2pp | 87.57%-76.0pp | 73.14%-61.6pp |
| Employer contribution / active EE | $2,774 | $2,051+35.2% | $2,759+0.5% | $2,342+18.4% |
| Participant deferral / active EE | $4,266 | $2,465+73.1% | $3,329+28.1% | $3,332+28.0% |
| Admin fee / account holder | $2,905 | $2,834+2.5% | $3,600-19.3% | $4,645-37.5% |