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 | $34,586 | $63,764-45.8% | $81,930-57.8% | $79,858-56.7% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 16.74% | 22.66%-5.9pp | 29.49%-12.8pp | 31.71%-15.0pp |
| Employer contribution / active EE | $703 | $1,795-60.8% | $4,310-83.7% | $2,471-71.5% |
| Participant deferral / active EE | $1,097 | $2,780-60.5% | $7,107-84.6% | $3,740-70.7% |
| Admin fee / account holder | $6,111 | $4,426+38.1% | $5,158+18.5% | $5,306+15.2% |