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 | $47,349 | $99,341-52.3% | $84,750-44.1% | $273,961-82.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.32% | 22.93%-16.6pp | 22.78%-16.5pp | 41.45%-35.1pp |
| Employer contribution / active EE | $3,801 | $4,214-9.8% | $3,574+6.3% | $4,869-21.9% |
| Participant deferral / active EE | $13,011 | $4,269+204.8% | $3,712+250.5% | $5,287+146.1% |
| Admin fee / account holder | $4,950 | $6,644-25.5% | $5,332-7.2% | $10,132-51.1% |