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 | $27,549 | $97,125-71.6% | $86,233-68.1% | $137,256-79.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.78% | 74.19%-58.4pp | 61.39%-45.6pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,207 | $2,841-22.3% | $2,504-11.9% | $4,156-46.9% |
| Participant deferral / active EE | $4,187 | $5,180-19.2% | $4,559-8.2% | $6,407-34.7% |
| Admin fee / account holder | $409 | $9,725-95.8% | $8,342-95.1% | $12,270-96.7% |