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 | $47,579 | $113,935-58.2% | $94,224-49.5% | $125,391-62.1% |
| Participation rate | 77.8% | 82.9%-5.1pp | 78.8%-1.0pp | 83.2%-5.4pp |
| Annual return | 15.08% | 5.29%+9.8pp | 10.68%+4.4pp | 282.22%-267.1pp |
| Employer contribution / active EE | $3,184 | $4,727-32.6% | $3,587-11.2% | $4,866-34.6% |
| Participant deferral / active EE | $7,587 | $5,179+46.5% | $4,320+75.6% | $5,352+41.8% |
| Admin fee / account holder | $542 | $8,391-93.5% | $6,269-91.4% | $9,540-94.3% |