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 | $44,517 | $67,411-34.0% | $91,001-51.1% | $70,131-36.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 16.89% | -40.16%+57.1pp | 4.60%+12.3pp | 73.14%-56.3pp |
| Employer contribution / active EE | $951 | $1,786-46.7% | $2,456-61.3% | $2,342-59.4% |
| Participant deferral / active EE | $1,590 | $2,823-43.7% | $3,547-55.2% | $3,332-52.3% |
| Admin fee / account holder | $3,025 | $4,236-28.6% | $5,417-44.2% | $4,645-34.9% |