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 | $31,238 | $127,100-75.4% | $105,738-70.5% | $135,375-76.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 7.26% | 4.49%+2.8pp | 6.27%+1.0pp | 519.73%-512.5pp |
| Employer contribution / active EE | $3,687 | $4,107-10.2% | $3,268+12.8% | $4,779-22.8% |
| Participant deferral / active EE | $2,827 | $5,064-44.2% | $4,080-30.7% | $5,609-49.6% |
| Admin fee / account holder | $936 | $9,087-89.7% | $6,913-86.5% | $10,827-91.4% |