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 | $43,068 | $87,841-51.0% | $133,980-67.9% | $62,891-31.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 6.00% | 12.05%-6.0pp | 29.30%-23.3pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,909 | $3,483-45.2% | $5,211-63.4% | $2,281-16.3% |
| Participant deferral / active EE | $4,275 | $4,812-11.2% | $6,282-31.9% | $3,203+33.5% |
| Admin fee / account holder | $847 | $5,371-84.2% | $9,324-90.9% | $4,296-80.3% |