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 | $35,250 | $140,940-75.0% | $112,229-68.6% | $139,434-74.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.20% | 32.71%-18.5pp | 30.20%-16.0pp | 372.94%-358.7pp |
| Employer contribution / active EE | $3,691 | $4,283-13.8% | $3,430+7.6% | $4,751-22.3% |
| Participant deferral / active EE | $2,732 | $5,874-53.5% | $4,798-43.1% | $6,710-59.3% |
| Admin fee / account holder | $1,348 | $9,954-86.5% | $7,748-82.6% | $11,403-88.2% |