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 | $22,249 | $59,839-62.8% | $81,983-72.9% | $79,858-72.1% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 19.55% | 17.56%+2.0pp | 41.31%-21.8pp | 31.71%-12.2pp |
| Employer contribution / active EE | $4,926 | $1,713+187.5% | $2,498+97.2% | $2,471+99.3% |
| Participant deferral / active EE | $1,078 | $2,695-60.0% | $3,722-71.0% | $3,740-71.2% |
| Admin fee / account holder | $2,856 | $4,287-33.4% | $5,664-49.6% | $5,306-46.2% |