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 | $43,602 | $64,480-32.4% | $81,382-46.4% | $80,856-46.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 16.22% | 16.34%-0.1pp | 24.73%-8.5pp | 35.59%-19.4pp |
| Employer contribution / active EE | $3,843 | $1,978+94.2% | $2,463+56.0% | $2,755+39.5% |
| Participant deferral / active EE | $9,006 | $3,094+191.1% | $3,883+131.9% | $4,296+109.6% |
| Admin fee / account holder | $2,261 | $5,671-60.1% | $5,768-60.8% | $6,918-67.3% |