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 | $33,869 | $104,251-67.5% | $91,001-62.8% | $147,584-77.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 16.76% | 27.06%-10.3pp | 4.60%+12.2pp | 578.55%-561.8pp |
| Employer contribution / active EE | $2,019 | $3,116-35.2% | $2,456-17.8% | $4,876-58.6% |
| Participant deferral / active EE | $3,079 | $4,195-26.6% | $3,547-13.2% | $5,439-43.4% |
| Admin fee / account holder | $7,399 | $8,948-17.3% | $5,417+36.6% | $10,885-32.0% |