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 | $35,877 | $54,762-34.5% | $90,281-60.3% | $72,985-50.8% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 25.98% | 30.63%-4.7pp | 78.10%-52.1pp | 81.00%-55.0pp |
| Employer contribution / active EE | $2,965 | $2,092+41.7% | $2,854+3.9% | $2,440+21.5% |
| Participant deferral / active EE | $4,020 | $2,887+39.2% | $3,885+3.5% | $3,607+11.4% |
| Admin fee / account holder | $3,110 | $3,972-21.7% | $5,351-41.9% | $5,124-39.3% |