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 | $35,203 | $72,277-51.3% | $101,248-65.2% | $79,858-55.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 16.48% | 22.30%-5.8pp | 46.47%-30.0pp | 31.71%-15.2pp |
| Employer contribution / active EE | $2,402 | $2,692-10.8% | $3,660-34.4% | $2,471-2.8% |
| Participant deferral / active EE | $3,525 | $3,282+7.4% | $4,370-19.3% | $3,740-5.8% |
| Admin fee / account holder | $1,786 | $4,400-59.4% | $5,945-70.0% | $5,306-66.3% |