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 | $49,952 | $87,841-43.1% | $133,980-62.7% | $62,891-20.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 6.85% | 12.05%-5.2pp | 29.30%-22.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,582 | $4,812+78.3% | $6,282+36.6% | $3,203+168.0% |
| Admin fee / account holder | $326 | $5,371-93.9% | $9,324-96.5% | $4,296-92.4% |