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 | $43,657 | $58,512-25.4% | $84,015-48.0% | $72,985-40.2% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 20.27% | 28.93%-8.7pp | 71.31%-51.0pp | 81.00%-60.7pp |
| Employer contribution / active EE | $979 | $1,163-15.8% | $1,983-50.6% | $2,440-59.9% |
| Participant deferral / active EE | $2,247 | $2,394-6.1% | $3,239-30.6% | $3,607-37.7% |
| Admin fee / account holder | $560 | $4,569-87.8% | $6,101-90.8% | $5,124-89.1% |