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 | $33,812 | $54,762-38.3% | $90,281-62.5% | $72,985-53.7% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 22.44% | 30.63%-8.2pp | 78.10%-55.7pp | 81.00%-58.6pp |
| Employer contribution / active EE | $554 | $2,092-73.5% | $2,854-80.6% | $2,440-77.3% |
| Participant deferral / active EE | $4,640 | $2,887+60.7% | $3,885+19.4% | $3,607+28.6% |
| Admin fee / account holder | $3,773 | $3,972-5.0% | $5,351-29.5% | $5,124-26.4% |