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 3-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 | $32,492 | $100,970-67.8% | $96,576-66.4% | $137,256-76.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 25.00% | 38.16%-13.2pp | 38.47%-13.5pp | 220.34%-195.3pp |
| Employer contribution / active EE | $4,657 | $3,809+22.3% | $3,553+31.1% | $4,156+12.1% |
| Participant deferral / active EE | $7,064 | $8,286-14.8% | $7,956-11.2% | $6,407+10.3% |
| Admin fee / account holder | $1,206 | $11,312-89.3% | $11,381-89.4% | $12,270-90.2% |