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 | $47,426 | $65,041-27.1% | $90,951-47.9% | $79,858-40.6% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 14.04% | 30.45%-16.4pp | 134.60%-120.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,154 | $1,247+72.7% | $2,122+1.5% | $2,471-12.8% |
| Participant deferral / active EE | $2,538 | $2,512+1.0% | $3,373-24.8% | $3,740-32.1% |
| Admin fee / account holder | $1,653 | $4,536-63.6% | $5,959-72.3% | $5,306-68.8% |