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 | $38,774 | $58,851-34.1% | $115,157-66.3% | $72,985-46.9% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 18.41% | 23.16%-4.8pp | 35.60%-17.2pp | 81.00%-62.6pp |
| Employer contribution / active EE | $1,709 | $1,798-5.0% | $3,179-46.2% | $2,440-30.0% |
| Participant deferral / active EE | $2,505 | $2,643-5.2% | $4,168-39.9% | $3,607-30.6% |
| Admin fee / account holder | $3,718 | $6,370-41.6% | $7,088-47.5% | $5,124-27.4% |