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 | $71,189 | $148,978-52.2% | $200,582-64.5% | $84,808-16.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 13.52% | 28.16%-14.6pp | 42.33%-28.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,937 | $4,815-59.8% | $6,419-69.8% | $2,631-26.4% |
| Participant deferral / active EE | $3,267 | $7,142-54.3% | $9,331-65.0% | $4,212-22.4% |
| Admin fee / account holder | $828 | $13,977-94.1% | $16,305-94.9% | $7,344-88.7% |