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 | $72,665 | $99,341-26.9% | $84,750-14.3% | $273,961-73.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.95% | 22.93%-12.0pp | 22.78%-11.8pp | 41.45%-30.5pp |
| Employer contribution / active EE | $1,057 | $4,214-74.9% | $3,574-70.4% | $4,869-78.3% |
| Participant deferral / active EE | $2,114 | $4,269-50.5% | $3,712-43.0% | $5,287-60.0% |
| Admin fee / account holder | $581 | $6,644-91.2% | $5,332-89.1% | $10,132-94.3% |