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 | $46,298 | $47,848-3.2% | $81,478-43.2% | $70,131-34.0% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 16.38% | 27.25%-10.9pp | 38.78%-22.4pp | 73.14%-56.8pp |
| Employer contribution / active EE | $1,375 | $1,527-10.0% | $2,568-46.5% | $2,342-41.3% |
| Participant deferral / active EE | $2,537 | $2,453+3.4% | $3,537-28.3% | $3,332-23.9% |
| Admin fee / account holder | $4,497 | $3,145+43.0% | $4,561-1.4% | $4,645-3.2% |