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 | $65,024 | $87,013-25.3% | $106,213-38.8% | $80,856-19.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 11.89% | 17.05%-5.2pp | 116.14%-104.3pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,316 | $2,395-3.3% | $3,171-27.0% | $2,755-15.9% |
| Participant deferral / active EE | $2,498 | $3,986-37.3% | $5,016-50.2% | $4,296-41.9% |
| Admin fee / account holder | $4,496 | $8,431-46.7% | $11,033-59.2% | $6,918-35.0% |