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 | $41,245 | $86,929-52.6% | $102,423-59.7% | $80,856-49.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 13.48% | 18.88%-5.4pp | 29.32%-15.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,203 | $2,369-7.0% | $3,023-27.1% | $2,755-20.0% |
| Participant deferral / active EE | $6,373 | $4,118+54.7% | $5,053+26.1% | $4,296+48.4% |
| Admin fee / account holder | $5,231 | $8,049-35.0% | $9,451-44.7% | $6,918-24.4% |