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 | $34,973 | $73,933-52.7% | $96,683-63.8% | $75,163-53.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 20.95% | 26.70%-5.7pp | 35.69%-14.7pp | 160.62%-139.7pp |
| Employer contribution / active EE | $4,593 | $2,928+56.9% | $3,737+22.9% | $2,670+72.0% |
| Participant deferral / active EE | $2,923 | $3,659-20.1% | $4,878-40.1% | $4,125-29.1% |
| Admin fee / account holder | $346 | $5,216-93.4% | $6,730-94.9% | $5,651-93.9% |