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 | $33,516 | $87,013-61.5% | $106,213-68.4% | $80,856-58.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 11.00% | 17.05%-6.1pp | 116.14%-105.1pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,724 | $2,395+13.7% | $3,171-14.1% | $2,755-1.1% |
| Participant deferral / active EE | $5,092 | $3,986+27.8% | $5,016+1.5% | $4,296+18.5% |
| Admin fee / account holder | $3,558 | $8,431-57.8% | $11,033-67.8% | $6,918-48.6% |