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 | $37,518 | $96,557-61.1% | $80,975-53.7% | $273,961-86.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.33% | 15.14%-8.8pp | 17.10%-10.8pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,867 | $4,868-61.6% | $3,714-49.7% | $4,869-61.6% |
| Participant deferral / active EE | $3,051 | $6,598-53.8% | $5,696-46.4% | $5,287-42.3% |
| Admin fee / account holder | $1,975 | $7,492-73.6% | $5,516-64.2% | $10,132-80.5% |