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 | $26,435 | $100,970-73.8% | $96,576-72.6% | $137,256-80.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 43.02% | 38.16%+4.9pp | 38.47%+4.5pp | 220.34%-177.3pp |
| Employer contribution / active EE | $1,678 | $3,809-56.0% | $3,553-52.8% | $4,156-59.6% |
| Participant deferral / active EE | $2,469 | $8,286-70.2% | $7,956-69.0% | $6,407-61.5% |
| Admin fee / account holder | $2,506 | $11,312-77.9% | $11,381-78.0% | $12,270-79.6% |