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 | $40,711 | $93,071-56.3% | $74,583-45.4% | $273,961-85.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.66% | 26.18%-18.5pp | 20.47%-12.8pp | 41.45%-33.8pp |
| Employer contribution / active EE | $1,559 | $3,160-50.6% | $2,525-38.2% | $4,869-68.0% |
| Participant deferral / active EE | $4,055 | $4,160-2.5% | $3,458+17.3% | $5,287-23.3% |
| Admin fee / account holder | $532 | $5,272-89.9% | $4,138-87.1% | $10,132-94.8% |