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 | $39,667 | $135,952-70.8% | $123,892-68.0% | $273,961-85.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 13.71% | 56.63%-42.9pp | 47.52%-33.8pp | 41.45%-27.7pp |
| Employer contribution / active EE | $3,363 | $5,170-35.0% | $4,617-27.2% | $4,869-30.9% |
| Participant deferral / active EE | $11,411 | $6,343+79.9% | $5,984+90.7% | $5,287+115.8% |
| Admin fee / account holder | $2,432 | $9,817-75.2% | $8,357-70.9% | $10,132-76.0% |