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 | $50,510 | $67,894-25.6% | $89,340-43.5% | $82,448-38.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 16.13% | 19.21%-3.1pp | 20.57%-4.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $2,079 | $1,828+13.7% | $2,231-6.8% | $2,551-18.5% |
| Participant deferral / active EE | $3,050 | $3,072-0.7% | $3,823-20.2% | $4,139-26.3% |
| Admin fee / account holder | $3,413 | $5,723-40.4% | $6,704-49.1% | $7,234-52.8% |