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 9-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 | $74,177 | $59,101+25.5% | $77,163-3.9% | $75,163-1.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 24.60% | 26.71%-2.1pp | 37.87%-13.3pp | 160.62%-136.0pp |
| Employer contribution / active EE | $552 | $1,995-72.3% | $2,535-78.2% | $2,670-79.3% |
| Participant deferral / active EE | $1,398 | $2,999-53.4% | $3,833-63.5% | $4,125-66.1% |
| Admin fee / account holder | $1,273 | $4,774-73.3% | $5,472-76.7% | $5,651-77.5% |