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 | $58,483 | $99,341-41.1% | $84,750-31.0% | $273,961-78.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.40% | 22.93%-14.5pp | 22.78%-14.4pp | 41.45%-33.1pp |
| Employer contribution / active EE | $2,389 | $4,214-43.3% | $3,574-33.1% | $4,869-50.9% |
| Participant deferral / active EE | $10,039 | $4,269+135.1% | $3,712+170.5% | $5,287+89.9% |
| Admin fee / account holder | $1,917 | $6,644-71.1% | $5,332-64.0% | $10,132-81.1% |