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 | $29,728 | $72,012-58.7% | $185,823-84.0% | $79,858-62.8% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 12.68% | 23.12%-10.4pp | 35.95%-23.3pp | 31.71%-19.0pp |
| Employer contribution / active EE | $4,264 | $1,965+117.0% | $4,087+4.3% | $2,471+72.6% |
| Participant deferral / active EE | $1,921 | $3,779-49.2% | $5,632-65.9% | $3,740-48.6% |
| Admin fee / account holder | $1,248 | $4,513-72.3% | $9,500-86.9% | $5,306-76.5% |