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 | $41,333 | $81,460-49.3% | $103,333-60.0% | $80,856-48.9% |
| Participation rate | 90.0% | 66.8%+23.2pp | 74.5%+15.5pp | 67.6%+22.4pp |
| Annual return | 12.01% | 25.55%-13.5pp | 24.88%-12.9pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,076 | $3,105-65.3% | $3,868-72.2% | $2,755-60.9% |
| Participant deferral / active EE | $3,381 | $3,869-12.6% | $5,057-33.1% | $4,296-21.3% |
| Admin fee / account holder | $2,115 | $6,566-67.8% | $8,355-74.7% | $6,918-69.4% |