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 | $30,673 | $67,606-54.6% | $82,313-62.7% | $70,131-56.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 27.21% | 21.57%+5.6pp | 25.88%+1.3pp | 73.14%-45.9pp |
| Employer contribution / active EE | $3,185 | $1,755+81.5% | $2,428+31.2% | $2,342+36.0% |
| Participant deferral / active EE | $8,841 | $2,987+196.0% | $3,706+138.6% | $3,332+165.4% |
| Admin fee / account holder | $446 | $4,512-90.1% | $5,608-92.0% | $4,645-90.4% |