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 | $36,554 | $57,065-35.9% | $75,670-51.7% | $70,131-47.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 13.49% | 23.57%-10.1pp | 27.34%-13.9pp | 73.14%-59.6pp |
| Employer contribution / active EE | $768 | $1,817-57.7% | $2,352-67.3% | $2,342-67.2% |
| Participant deferral / active EE | $2,105 | $2,580-18.4% | $3,142-33.0% | $3,332-36.8% |
| Admin fee / account holder | $2,053 | $3,825-46.3% | $5,800-64.6% | $4,645-55.8% |