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 | $44,079 | $61,605-28.4% | $112,229-60.7% | $75,163-41.4% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 13.63% | 28.47%-14.8pp | 30.20%-16.6pp | 160.62%-147.0pp |
| Employer contribution / active EE | $2,829 | $2,015+40.4% | $3,430-17.5% | $2,670+6.0% |
| Participant deferral / active EE | $2,883 | $3,108-7.3% | $4,798-39.9% | $4,125-30.1% |
| Admin fee / account holder | $1,120 | $4,862-77.0% | $7,748-85.5% | $5,651-80.2% |