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 | $50,871 | $65,365-22.2% | $92,893-45.2% | $72,985-30.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 18.66% | 42.10%-23.4pp | 109.41%-90.8pp | 81.00%-62.3pp |
| Employer contribution / active EE | $2,621 | $2,594+1.1% | $3,653-28.2% | $2,440+7.4% |
| Participant deferral / active EE | $3,531 | $3,128+12.9% | $4,236-16.7% | $3,607-2.1% |
| Admin fee / account holder | $3,800 | $4,251-10.6% | $5,794-34.4% | $5,124-25.8% |