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 3-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 | $27,253 | $78,926-65.5% | $136,749-80.1% | $84,808-67.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 20.57% | 18.17%+2.4pp | 24.33%-3.8pp | 40.90%-20.3pp |
| Employer contribution / active EE | $1,966 | $2,134-7.9% | $3,400-42.2% | $2,631-25.3% |
| Participant deferral / active EE | $3,288 | $3,168+3.8% | $4,692-29.9% | $4,212-21.9% |
| Admin fee / account holder | $345 | $6,369-94.6% | $11,386-97.0% | $7,344-95.3% |