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 3-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 | $20,771 | $73,933-71.9% | $96,683-78.5% | $75,163-72.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 15.13% | 26.70%-11.6pp | 35.69%-20.6pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,496 | $2,928-48.9% | $3,737-60.0% | $2,670-44.0% |
| Participant deferral / active EE | $3,065 | $3,659-16.2% | $4,878-37.2% | $4,125-25.7% |
| Admin fee / account holder | $1,571 | $5,216-69.9% | $6,730-76.7% | $5,651-72.2% |