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 | $64,231 | $99,341-35.3% | $84,750-24.2% | $273,961-76.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.48% | 22.93%-19.4pp | 22.78%-19.3pp | 41.45%-38.0pp |
| Employer contribution / active EE | $2,458 | $4,214-41.7% | $3,574-31.2% | $4,869-49.5% |
| Participant deferral / active EE | $5,647 | $4,269+32.3% | $3,712+52.1% | $5,287+6.8% |
| Admin fee / account holder | $17,492 | $6,644+163.3% | $5,332+228.0% | $10,132+72.6% |