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 | $37,413 | $58,512-36.1% | $84,015-55.5% | $72,985-48.7% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 17.87% | 28.93%-11.1pp | 71.31%-53.4pp | 81.00%-63.1pp |
| Employer contribution / active EE | $1,143 | $1,163-1.7% | $1,983-42.3% | $2,440-53.1% |
| Participant deferral / active EE | $3,570 | $2,394+49.1% | $3,239+10.2% | $3,607-1.0% |
| Admin fee / account holder | $4,406 | $4,569-3.6% | $6,101-27.8% | $5,124-14.0% |