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 | $43,532 | $55,706-21.9% | $75,886-42.6% | $72,985-40.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 18.54% | 27.59%-9.1pp | 30.76%-12.2pp | 81.00%-62.5pp |
| Employer contribution / active EE | $4,784 | $1,687+183.6% | $2,500+91.3% | $2,440+96.1% |
| Participant deferral / active EE | $2,460 | $2,634-6.6% | $3,603-31.7% | $3,607-31.8% |
| Admin fee / account holder | $2,312 | $3,978-41.9% | $5,418-57.3% | $5,124-54.9% |