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 | $43,018 | $83,477-48.5% | $125,175-65.6% | $72,985-41.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 20.59% | 25.78%-5.2pp | 43.79%-23.2pp | 81.00%-60.4pp |
| Employer contribution / active EE | $718 | $2,345-69.4% | $3,865-81.4% | $2,440-70.6% |
| Participant deferral / active EE | $2,238 | $3,585-37.6% | $4,937-54.7% | $3,607-38.0% |
| Admin fee / account holder | $3,848 | $5,517-30.3% | $9,702-60.3% | $5,124-24.9% |