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 | $39,393 | $65,365-39.7% | $92,893-57.6% | $72,985-46.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 18.66% | 42.10%-23.4pp | 109.41%-90.8pp | 81.00%-62.3pp |
| Employer contribution / active EE | $2,777 | $2,594+7.1% | $3,653-24.0% | $2,440+13.8% |
| Participant deferral / active EE | $2,417 | $3,128-22.7% | $4,236-42.9% | $3,607-33.0% |
| Admin fee / account holder | $1,933 | $4,251-54.5% | $5,794-66.6% | $5,124-62.3% |