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 | $29,488 | $64,121-54.0% | $78,805-62.6% | $116,875-74.8% |
| Participation rate | 100.0% | 71.0%+29.0pp | 73.6%+26.4pp | 74.5%+25.5pp |
| Annual return | 15.24% | 16.32%-1.1pp | -2.71%+18.0pp | 16.29%-1.1pp |
| Employer contribution / active EE | $2,103 | $2,257-6.8% | $4,059-48.2% | $3,288-36.0% |
| Participant deferral / active EE | $4,060 | $2,757+47.3% | $3,584+13.3% | $3,885+4.5% |
| Admin fee / account holder | $9,664 | $5,745+68.2% | $5,677+70.2% | $12,263-21.2% |