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 | $43,135 | $52,279-17.5% | $89,391-51.7% | $79,858-46.0% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 18.07% | 22.16%-4.1pp | 245.62%-227.5pp | 31.71%-13.6pp |
| Employer contribution / active EE | $1,548 | $1,572-1.5% | $2,586-40.1% | $2,471-37.3% |
| Participant deferral / active EE | $2,529 | $2,740-7.7% | $3,890-35.0% | $3,740-32.4% |
| Admin fee / account holder | $856 | $3,356-74.5% | $4,881-82.5% | $5,306-83.9% |