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 | $55,493 | $87,166-36.3% | $76,735-27.7% | $137,256-59.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 13.44% | 26.50%-13.1pp | 29.77%-16.3pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,267 | $2,904-56.4% | $2,454-48.4% | $4,156-69.5% |
| Participant deferral / active EE | $2,395 | $4,726-49.3% | $4,088-41.4% | $6,407-62.6% |
| Admin fee / account holder | $605 | $8,403-92.8% | $7,189-91.6% | $12,270-95.1% |