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 5-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 | $41,783 | $73,787-43.4% | $98,716-57.7% | $82,448-49.3% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 17.40% | 18.57%-1.2pp | 31.81%-14.4pp | 41.64%-24.2pp |
| Employer contribution / active EE | $2,006 | $1,511+32.7% | $2,279-12.0% | $2,551-21.4% |
| Participant deferral / active EE | $2,639 | $3,081-14.4% | $4,048-34.8% | $4,139-36.3% |
| Admin fee / account holder | $932 | $6,500-85.7% | $8,703-89.3% | $7,234-87.1% |