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 | $65,640 | $55,706+17.8% | $75,886-13.5% | $72,985-10.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 24.76% | 27.59%-2.8pp | 30.76%-6.0pp | 81.00%-56.2pp |
| Employer contribution / active EE | $1,164 | $1,687-31.0% | $2,500-53.5% | $2,440-52.3% |
| Participant deferral / active EE | $4,044 | $2,634+53.5% | $3,603+12.2% | $3,607+12.1% |
| Admin fee / account holder | $2,555 | $3,978-35.8% | $5,418-52.9% | $5,124-50.1% |