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 | $45,649 | $81,248-43.8% | $155,509-70.6% | $80,856-43.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.04% | 33.31%-21.3pp | 64.67%-52.6pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,507 | $3,100-19.1% | $4,672-46.4% | $2,755-9.0% |
| Participant deferral / active EE | $1,672 | $3,452-51.6% | $5,626-70.3% | $4,296-61.1% |
| Admin fee / account holder | $590 | $7,997-92.6% | $15,912-96.3% | $6,918-91.5% |