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 | $70,051 | $86,929-19.4% | $102,423-31.6% | $80,856-13.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 15.11% | 18.88%-3.8pp | 29.32%-14.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,526 | $2,369-35.6% | $3,023-49.5% | $2,755-44.6% |
| Participant deferral / active EE | $3,507 | $4,118-14.9% | $5,053-30.6% | $4,296-18.4% |
| Admin fee / account holder | $2,306 | $8,049-71.4% | $9,451-75.6% | $6,918-66.7% |