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 9-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 | $51,354 | $87,166-41.1% | $76,735-33.1% | $137,256-62.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 17.89% | 26.50%-8.6pp | 29.77%-11.9pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,560 | $2,904-46.3% | $2,454-36.5% | $4,156-62.5% |
| Participant deferral / active EE | $2,690 | $4,726-43.1% | $4,088-34.2% | $6,407-58.0% |
| Admin fee / account holder | $1,849 | $8,403-78.0% | $7,189-74.3% | $12,270-84.9% |