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 | $27,285 | $83,337-67.3% | $67,834-59.8% | $273,961-90.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 7.35% | 259.45%-252.1pp | 138.47%-131.1pp | 41.45%-34.1pp |
| Employer contribution / active EE | $6,407 | $3,287+94.9% | $2,403+166.6% | $4,869+31.6% |
| Participant deferral / active EE | $3,188 | $4,088-22.0% | $3,160+0.9% | $5,287-39.7% |
| Admin fee / account holder | $2,460 | $6,752-63.6% | $4,622-46.8% | $10,132-75.7% |