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 | $42,796 | $109,413-60.9% | $156,263-72.6% | $84,808-49.5% |
| Participation rate | 84.2% | 72.7%+11.5pp | 78.9%+5.3pp | 68.3%+15.9pp |
| Annual return | 17.13% | 20.18%-3.1pp | 59.47%-42.3pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,276 | $2,907-21.7% | $4,333-47.5% | $2,631-13.5% |
| Participant deferral / active EE | $3,869 | $4,590-15.7% | $6,158-37.2% | $4,212-8.1% |
| Admin fee / account holder | $2,165 | $9,357-76.9% | $14,255-84.8% | $7,344-70.5% |