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 | $33,008 | $64,480-48.8% | $81,382-59.4% | $80,856-59.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 17.32% | 16.34%+1.0pp | 24.73%-7.4pp | 35.59%-18.3pp |
| Employer contribution / active EE | $3,057 | $1,978+54.5% | $2,463+24.1% | $2,755+11.0% |
| Participant deferral / active EE | $3,577 | $3,094+15.6% | $3,883-7.9% | $4,296-16.7% |
| Admin fee / account holder | $585 | $5,671-89.7% | $5,768-89.9% | $6,918-91.5% |