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 | $26,032 | $80,717-67.7% | $154,803-83.2% | $84,808-69.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 18.92% | 37.96%-19.0pp | 58.88%-40.0pp | 40.90%-22.0pp |
| Employer contribution / active EE | $3,340 | $2,761+20.9% | $4,305-22.4% | $2,631+26.9% |
| Participant deferral / active EE | $941 | $3,303-71.5% | $5,540-83.0% | $4,212-77.7% |
| Admin fee / account holder | $1,949 | $6,746-71.1% | $14,329-86.4% | $7,344-73.5% |