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 | $56,251 | $68,547-17.9% | $120,354-53.3% | $80,856-30.4% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 17.37% | 23.60%-6.2pp | 107.15%-89.8pp | 35.59%-18.2pp |
| Employer contribution / active EE | $1,607 | $2,051-21.7% | $3,463-53.6% | $2,755-41.7% |
| Participant deferral / active EE | $2,442 | $3,173-23.0% | $4,991-51.1% | $4,296-43.1% |
| Admin fee / account holder | $1,049 | $5,732-81.7% | $9,423-88.9% | $6,918-84.8% |