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 | $38,893 | $51,175-24.0% | $70,515-44.8% | $75,163-48.3% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 13.69% | 30.02%-16.3pp | 32.77%-19.1pp | 160.62%-146.9pp |
| Employer contribution / active EE | $1,749 | $1,826-4.2% | $2,973-41.2% | $2,670-34.5% |
| Participant deferral / active EE | $3,018 | $2,849+5.9% | $4,567-33.9% | $4,125-26.8% |
| Admin fee / account holder | $3,132 | $4,091-23.4% | $6,412-51.2% | $5,651-44.6% |