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 | $52,270 | $63,764-18.0% | $81,930-36.2% | $79,858-34.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 16.18% | 22.66%-6.5pp | 29.49%-13.3pp | 31.71%-15.5pp |
| Employer contribution / active EE | $2,673 | $1,795+48.9% | $4,310-38.0% | $2,471+8.2% |
| Participant deferral / active EE | $2,149 | $2,780-22.7% | $7,107-69.8% | $3,740-42.5% |
| Admin fee / account holder | $4,431 | $4,426+0.1% | $5,158-14.1% | $5,306-16.5% |