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 | $49,708 | $78,672-36.8% | $109,143-54.5% | $85,850-42.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 19.04% | 25.09%-6.0pp | 25.75%-6.7pp | 318.53%-299.5pp |
| Employer contribution / active EE | $2,914 | $2,735+6.6% | $3,722-21.7% | $2,565+13.6% |
| Participant deferral / active EE | $5,257 | $3,467+51.6% | $4,653+13.0% | $3,952+33.0% |
| Admin fee / account holder | $1,051 | $5,469-80.8% | $6,752-84.4% | $6,260-83.2% |