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 | $48,149 | $65,685-26.7% | $57,179-15.8% | $273,961-82.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 8.31% | 21.99%-13.7pp | 14.59%-6.3pp | 41.45%-33.1pp |
| Employer contribution / active EE | $1,988 | $3,279-39.4% | $2,682-25.9% | $4,869-59.2% |
| Participant deferral / active EE | $2,021 | $3,782-46.6% | $3,096-34.7% | $5,287-61.8% |
| Admin fee / account holder | $1,194 | $4,835-75.3% | $3,139-62.0% | $10,132-88.2% |