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 | $56,315 | $57,016-1.2% | $84,966-33.7% | $80,856-30.4% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 12.04% | 21.66%-9.6pp | 66.38%-54.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,735 | $1,798-3.5% | $2,727-36.4% | $2,755-37.0% |
| Participant deferral / active EE | $3,943 | $3,110+26.8% | $4,519-12.7% | $4,296-8.2% |
| Admin fee / account holder | $568 | $4,980-88.6% | $6,149-90.8% | $6,918-91.8% |