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 | $55,844 | $45,035+24.0% | $62,995-11.4% | $70,131-20.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 19.52% | 18.76%+0.8pp | 87.57%-68.0pp | 73.14%-53.6pp |
| Employer contribution / active EE | $1,302 | $2,051-36.5% | $2,759-52.8% | $2,342-44.4% |
| Participant deferral / active EE | $2,322 | $2,465-5.8% | $3,329-30.3% | $3,332-30.3% |
| Admin fee / account holder | $3,266 | $2,834+15.2% | $3,600-9.3% | $4,645-29.7% |