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 | $47,645 | $58,512-18.6% | $84,015-43.3% | $72,985-34.7% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 16.72% | 28.93%-12.2pp | 71.31%-54.6pp | 81.00%-64.3pp |
| Employer contribution / active EE | $1,544 | $1,163+32.8% | $1,983-22.1% | $2,440-36.7% |
| Participant deferral / active EE | $1,153 | $2,394-51.8% | $3,239-64.4% | $3,607-68.0% |
| Admin fee / account holder | $2,800 | $4,569-38.7% | $6,101-54.1% | $5,124-45.4% |