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 | $43,996 | $53,777-18.2% | $134,143-67.2% | $79,858-44.9% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 13.21% | 19.01%-5.8pp | 36.33%-23.1pp | 31.71%-18.5pp |
| Employer contribution / active EE | $814 | $1,321-38.4% | $3,704-78.0% | $2,471-67.1% |
| Participant deferral / active EE | $1,060 | $2,420-56.2% | $3,499-69.7% | $3,740-71.7% |
| Admin fee / account holder | $1,156 | $3,984-71.0% | $6,684-82.7% | $5,306-78.2% |