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 | $28,444 | $78,422-63.7% | $95,952-70.4% | $79,858-64.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 25.74% | 19.37%+6.4pp | 91.61%-65.9pp | 31.71%-6.0pp |
| Employer contribution / active EE | $2,035 | $1,945+4.6% | $2,541-19.9% | $2,471-17.6% |
| Participant deferral / active EE | $4,663 | $3,440+35.6% | $4,167+11.9% | $3,740+24.7% |
| Admin fee / account holder | $2,923 | $5,622-48.0% | $6,795-57.0% | $5,306-44.9% |