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 | $56,168 | $92,222-39.1% | $76,768-26.8% | $135,375-58.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 8.80% | 5.46%+3.3pp | 2.43%+6.4pp | 519.73%-510.9pp |
| Employer contribution / active EE | $1,119 | $3,216-65.2% | $2,485-55.0% | $4,779-76.6% |
| Participant deferral / active EE | $4,514 | $4,509+0.1% | $3,852+17.2% | $5,609-19.5% |
| Admin fee / account holder | $3,138 | $10,748-70.8% | $6,675-53.0% | $10,827-71.0% |