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 | $25,023 | $56,054-55.4% | $171,082-85.4% | $62,891-60.2% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 6.32% | 22.52%-16.2pp | 32.56%-26.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $4,051 | $1,731+134.0% | $4,002+1.2% | $2,281+77.6% |
| Participant deferral / active EE | $5,285 | $3,158+67.4% | $4,797+10.2% | $3,203+65.0% |
| Admin fee / account holder | $2,943 | $3,647-19.3% | $8,520-65.5% | $4,296-31.5% |