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 | $39,574 | $96,557-59.0% | $80,975-51.1% | $273,961-85.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 7.68% | 15.14%-7.5pp | 17.10%-9.4pp | 41.45%-33.8pp |
| Employer contribution / active EE | $3,423 | $4,868-29.7% | $3,714-7.8% | $4,869-29.7% |
| Participant deferral / active EE | $4,851 | $6,598-26.5% | $5,696-14.8% | $5,287-8.2% |
| Admin fee / account holder | $1,214 | $7,492-83.8% | $5,516-78.0% | $10,132-88.0% |