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 | $30,385 | $63,764-52.3% | $81,930-62.9% | $79,858-62.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 13.53% | 22.66%-9.1pp | 29.49%-16.0pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,267 | $1,795-29.4% | $4,310-70.6% | $2,471-48.7% |
| Participant deferral / active EE | $2,345 | $2,780-15.7% | $7,107-67.0% | $3,740-37.3% |
| Admin fee / account holder | $1,092 | $4,426-75.3% | $5,158-78.8% | $5,306-79.4% |