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 | $45,043 | $81,233-44.6% | $155,567-71.0% | $80,874-44.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.35% | 33.33%-19.0pp | 64.74%-50.4pp | 35.62%-21.3pp |
| Employer contribution / active EE | $2,874 | $3,101-7.3% | $4,674-38.5% | $2,756+4.3% |
| Participant deferral / active EE | $3,710 | $3,452+7.5% | $5,628-34.1% | $4,297-13.7% |
| Admin fee / account holder | $1,279 | $7,998-84.0% | $15,916-92.0% | $6,935-81.6% |