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 | $34,294 | $57,065-39.9% | $75,670-54.7% | $70,131-51.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 15.62% | 23.57%-7.9pp | 27.34%-11.7pp | 73.14%-57.5pp |
| Employer contribution / active EE | $3,429 | $1,817+88.7% | $2,352+45.8% | $2,342+46.4% |
| Participant deferral / active EE | $2,468 | $2,580-4.3% | $3,142-21.5% | $3,332-25.9% |
| Admin fee / account holder | $3,123 | $3,825-18.4% | $5,800-46.2% | $4,645-32.8% |