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 | $53,005 | $86,929-39.0% | $102,423-48.2% | $80,856-34.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 19.58% | 18.88%+0.7pp | 29.32%-9.7pp | 35.59%-16.0pp |
| Employer contribution / active EE | $1,942 | $2,369-18.0% | $3,023-35.8% | $2,755-29.5% |
| Participant deferral / active EE | $3,292 | $4,118-20.1% | $5,053-34.8% | $4,296-23.4% |
| Admin fee / account holder | $3,069 | $8,049-61.9% | $9,451-67.5% | $6,918-55.6% |