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 | $51,110 | $78,926-35.2% | $136,749-62.6% | $84,808-39.7% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 13.43% | 18.17%-4.7pp | 24.33%-10.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $4,964 | $2,134+132.6% | $3,400+46.0% | $2,631+88.7% |
| Participant deferral / active EE | $3,148 | $3,168-0.7% | $4,692-32.9% | $4,212-25.3% |
| Admin fee / account holder | $996 | $6,369-84.4% | $11,386-91.3% | $7,344-86.4% |