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 | $33,261 | $90,503-63.2% | $78,689-57.7% | $273,961-87.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.61% | 75.60%-70.0pp | 62.18%-56.6pp | 41.45%-35.8pp |
| Employer contribution / active EE | $2,059 | $3,176-35.2% | $2,851-27.8% | $4,869-57.7% |
| Participant deferral / active EE | $5,349 | $3,901+37.1% | $3,517+52.1% | $5,287+1.2% |
| Admin fee / account holder | $5,827 | $5,263+10.7% | $4,510+29.2% | $10,132-42.5% |