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 | $44,174 | $81,460-45.8% | $103,333-57.3% | $80,856-45.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 14.14% | 25.55%-11.4pp | 24.88%-10.7pp | 35.59%-21.5pp |
| Employer contribution / active EE | $5,147 | $3,105+65.8% | $3,868+33.1% | $2,755+86.8% |
| Participant deferral / active EE | $3,047 | $3,869-21.2% | $5,057-39.7% | $4,296-29.1% |
| Admin fee / account holder | $1,999 | $6,566-69.6% | $8,355-76.1% | $6,918-71.1% |