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 | $35,119 | $81,248-56.8% | $155,509-77.4% | $80,856-56.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 17.33% | 33.31%-16.0pp | 64.67%-47.3pp | 35.59%-18.3pp |
| Employer contribution / active EE | $2,855 | $3,100-7.9% | $4,672-38.9% | $2,755+3.7% |
| Participant deferral / active EE | $1,844 | $3,452-46.6% | $5,626-67.2% | $4,296-57.1% |
| Admin fee / account holder | $2,167 | $7,997-72.9% | $15,912-86.4% | $6,918-68.7% |