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 | $47,558 | $72,277-34.2% | $101,248-53.0% | $79,858-40.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 12.79% | 22.30%-9.5pp | 46.47%-33.7pp | 31.71%-18.9pp |
| Employer contribution / active EE | $694 | $2,692-74.2% | $3,660-81.0% | $2,471-71.9% |
| Participant deferral / active EE | $2,538 | $3,282-22.7% | $4,370-41.9% | $3,740-32.1% |
| Admin fee / account holder | $417 | $4,400-90.5% | $5,945-93.0% | $5,306-92.1% |