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 | $46,126 | $90,503-49.0% | $78,689-41.4% | $273,961-83.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.93% | 75.60%-71.7pp | 62.18%-58.2pp | 41.45%-37.5pp |
| Employer contribution / active EE | $3,142 | $3,176-1.0% | $2,851+10.2% | $4,869-35.5% |
| Participant deferral / active EE | $2,999 | $3,901-23.1% | $3,517-14.7% | $5,287-43.3% |
| Admin fee / account holder | $2,851 | $5,263-45.8% | $4,510-36.8% | $10,132-71.9% |