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 | $40,034 | $57,057-29.8% | $85,009-52.9% | $80,874-50.5% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 17.86% | 21.66%-3.8pp | 66.47%-48.6pp | 35.62%-17.8pp |
| Employer contribution / active EE | $2,702 | $1,799+50.2% | $2,728-1.0% | $2,756-1.9% |
| Participant deferral / active EE | $4,785 | $3,112+53.8% | $4,522+5.8% | $4,297+11.4% |
| Admin fee / account holder | $2,277 | $4,986-54.3% | $6,153-63.0% | $6,935-67.2% |