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 | $31,820 | $135,952-76.6% | $123,892-74.3% | $273,961-88.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 48.31% | 56.63%-8.3pp | 47.52%+0.8pp | 41.45%+6.9pp |
| Employer contribution / active EE | $3,702 | $5,170-28.4% | $4,617-19.8% | $4,869-24.0% |
| Participant deferral / active EE | $7,478 | $6,343+17.9% | $5,984+25.0% | $5,287+41.4% |
| Admin fee / account holder | $2,833 | $9,817-71.1% | $8,357-66.1% | $10,132-72.0% |