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 | $47,336 | $58,512-19.1% | $84,015-43.7% | $72,985-35.1% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 18.40% | 28.93%-10.5pp | 71.31%-52.9pp | 81.00%-62.6pp |
| Employer contribution / active EE | $1,507 | $1,163+29.5% | $1,983-24.0% | $2,440-38.3% |
| Participant deferral / active EE | $3,212 | $2,394+34.2% | $3,239-0.8% | $3,607-11.0% |
| Admin fee / account holder | $7,820 | $4,569+71.2% | $6,101+28.2% | $5,124+52.6% |