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 | $47,062 | $88,707-46.9% | $74,183-36.6% | $273,961-82.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.10% | 11.94%-4.8pp | 17.74%-10.6pp | 41.45%-34.4pp |
| Employer contribution / active EE | $2,452 | $3,159-22.4% | $2,370+3.5% | $4,869-49.6% |
| Participant deferral / active EE | $4,960 | $4,212+17.8% | $3,550+39.7% | $5,287-6.2% |
| Admin fee / account holder | $1,517 | $8,717-82.6% | $5,586-72.8% | $10,132-85.0% |