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 | $33,268 | $108,825-69.4% | $156,181-78.7% | $82,448-59.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 15.57% | 20.59%-5.0pp | 64.87%-49.3pp | 41.64%-26.1pp |
| Employer contribution / active EE | $2,841 | $2,870-1.0% | $4,294-33.8% | $2,551+11.4% |
| Participant deferral / active EE | $3,757 | $4,577-17.9% | $6,132-38.7% | $4,139-9.2% |
| Admin fee / account holder | $3,869 | $9,341-58.6% | $14,586-73.5% | $7,234-46.5% |