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 | $23,954 | $70,475-66.0% | $100,516-76.2% | $79,858-70.0% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 33.55% | 21.90%+11.7pp | 30.89%+2.7pp | 31.71%+1.8pp |
| Employer contribution / active EE | $418 | $2,165-80.7% | $3,418-87.8% | $2,471-83.1% |
| Participant deferral / active EE | $8,401 | $5,181+62.2% | $6,270+34.0% | $3,740+124.6% |
| Admin fee / account holder | $3,313 | $4,478-26.0% | $8,081-59.0% | $5,306-37.6% |