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 | $40,613 | $59,839-32.1% | $81,983-50.5% | $79,858-49.1% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 15.10% | 17.56%-2.5pp | 41.31%-26.2pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,177 | $1,713-31.3% | $2,498-52.9% | $2,471-52.4% |
| Participant deferral / active EE | $2,277 | $2,695-15.5% | $3,722-38.8% | $3,740-39.1% |
| Admin fee / account holder | $2,614 | $4,287-39.0% | $5,664-53.9% | $5,306-50.7% |