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 | $44,815 | $85,766-47.7% | $136,294-67.1% | $70,131-36.1% |
| Participation rate | 74.1% | 74.2%-0.1pp | 81.9%-7.8pp | 69.5%+4.5pp |
| Annual return | 15.01% | 31.45%-16.4pp | 5155.94%-5140.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,439 | $2,966-51.5% | $4,695-69.3% | $2,342-38.6% |
| Participant deferral / active EE | $2,471 | $5,051-51.1% | $6,247-60.4% | $3,332-25.8% |
| Admin fee / account holder | $745 | $5,420-86.2% | $9,243-91.9% | $4,645-84.0% |