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 | $57,088 | $109,359-47.8% | $162,163-64.8% | $72,985-21.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 25.12% | 25.46%-0.3pp | 115.59%-90.5pp | 81.00%-55.9pp |
| Employer contribution / active EE | $2,684 | $3,907-31.3% | $5,614-52.2% | $2,440+10.0% |
| Participant deferral / active EE | $4,826 | $5,481-12.0% | $7,298-33.9% | $3,607+33.8% |
| Admin fee / account holder | $391 | $7,972-95.1% | $10,843-96.4% | $5,124-92.4% |