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 | $33,155 | $46,869-29.3% | $122,332-72.9% | $70,131-52.7% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 14.72% | 24.22%-9.5pp | 30.27%-15.6pp | 73.14%-58.4pp |
| Employer contribution / active EE | $1,667 | $1,288+29.4% | $4,050-58.9% | $2,342-28.9% |
| Participant deferral / active EE | $3,788 | $2,166+74.9% | $3,287+15.3% | $3,332+13.7% |
| Admin fee / account holder | $3,529 | $3,322+6.2% | $5,478-35.6% | $4,645-24.0% |