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 | $47,722 | $39,122+22.0% | $57,179-16.5% | $62,891-24.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.48% | 9.23%-3.8pp | 14.59%-9.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,673 | $1,874-10.7% | $2,682-37.6% | $2,281-26.6% |
| Participant deferral / active EE | $1,143 | $2,374-51.8% | $3,096-63.1% | $3,203-64.3% |
| Admin fee / account holder | $1,482 | $2,592-42.8% | $3,139-52.8% | $4,296-65.5% |