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 | $22,023 | $48,076-54.2% | $78,689-72.0% | $62,891-65.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 20.67% | 31.35%-10.7pp | 62.18%-41.5pp | 20.14%+0.5pp |
| Employer contribution / active EE | $2,181 | $2,015+8.3% | $2,851-23.5% | $2,281-4.4% |
| Participant deferral / active EE | $2,764 | $2,588+6.8% | $3,517-21.4% | $3,203-13.7% |
| Admin fee / account holder | $1,590 | $3,207-50.4% | $4,510-64.8% | $4,296-63.0% |