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 | $33,509 | $60,349-44.5% | $74,183-54.8% | $62,891-46.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 9.05% | 21.37%-12.3pp | 17.74%-8.7pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,571 | $1,680-6.5% | $2,370-33.7% | $2,281-31.1% |
| Participant deferral / active EE | $3,645 | $2,856+27.6% | $3,550+2.7% | $3,203+13.8% |
| Admin fee / account holder | $768 | $4,261-82.0% | $5,586-86.3% | $4,296-82.1% |