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 | $52,776 | $59,101-10.7% | $77,163-31.6% | $75,163-29.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 14.76% | 26.71%-11.9pp | 37.87%-23.1pp | 160.62%-145.9pp |
| Employer contribution / active EE | $4,514 | $1,995+126.3% | $2,535+78.1% | $2,670+69.1% |
| Participant deferral / active EE | $6,152 | $2,999+105.1% | $3,833+60.5% | $4,125+49.1% |
| Admin fee / account holder | $9,088 | $4,774+90.4% | $5,472+66.1% | $5,651+60.8% |