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 | $74,021 | $87,733-15.6% | $106,548-30.5% | $85,850-13.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 13.55% | 21.86%-8.3pp | 26.80%-13.3pp | 318.53%-305.0pp |
| Employer contribution / active EE | $761 | $2,073-63.3% | $2,819-73.0% | $2,565-70.3% |
| Participant deferral / active EE | $4,508 | $3,469+29.9% | $4,398+2.5% | $3,952+14.1% |
| Admin fee / account holder | $3,228 | $6,767-52.3% | $7,407-56.4% | $6,260-48.4% |