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 | $35,652 | $88,707-59.8% | $74,183-51.9% | $273,961-87.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.06% | 11.94%-0.9pp | 17.74%-6.7pp | 41.45%-30.4pp |
| Employer contribution / active EE | $1,283 | $3,159-59.4% | $2,370-45.9% | $4,869-73.7% |
| Participant deferral / active EE | $4,197 | $4,212-0.3% | $3,550+18.2% | $5,287-20.6% |
| Admin fee / account holder | $1,025 | $8,717-88.2% | $5,586-81.7% | $10,132-89.9% |