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 | $43,863 | $46,553-5.8% | $64,056-31.5% | $75,163-41.6% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 16.87% | 26.03%-9.2pp | 33.69%-16.8pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,811 | $1,974-8.2% | $2,747-34.0% | $2,670-32.2% |
| Participant deferral / active EE | $3,084 | $2,837+8.7% | $3,880-20.5% | $4,125-25.2% |
| Admin fee / account holder | $2,001 | $2,952-32.2% | $3,068-34.8% | $5,651-64.6% |