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 | $43,006 | $49,227-12.6% | $70,449-39.0% | $79,858-46.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 12.51% | 30.06%-17.6pp | 109.03%-96.5pp | 31.71%-19.2pp |
| Employer contribution / active EE | $2,404 | $2,099+14.6% | $2,737-12.1% | $2,471-2.7% |
| Participant deferral / active EE | $4,319 | $2,768+56.1% | $3,709+16.5% | $3,740+15.5% |
| Admin fee / account holder | $3,031 | $2,878+5.3% | $3,845-21.2% | $5,306-42.9% |