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 | $48,454 | $87,733-44.8% | $106,548-54.5% | $85,850-43.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 11.21% | 21.86%-10.6pp | 26.80%-15.6pp | 318.53%-307.3pp |
| Employer contribution / active EE | $2,015 | $2,073-2.8% | $2,819-28.5% | $2,565-21.5% |
| Participant deferral / active EE | $2,794 | $3,469-19.5% | $4,398-36.5% | $3,952-29.3% |
| Admin fee / account holder | $5,677 | $6,767-16.1% | $7,407-23.4% | $6,260-9.3% |