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 | $45,740 | $96,557-52.6% | $80,975-43.5% | $273,961-83.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 5.46% | 15.14%-9.7pp | 17.10%-11.6pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,857 | $4,868-61.9% | $3,714-50.0% | $4,869-61.9% |
| Participant deferral / active EE | $3,507 | $6,598-46.8% | $5,696-38.4% | $5,287-33.7% |
| Admin fee / account holder | $4,611 | $7,492-38.5% | $5,516-16.4% | $10,132-54.5% |