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 | $41,918 | $48,230-13.1% | $67,502-37.9% | $80,856-48.2% |
| Participation rate | 97.5% | 66.4%+31.1pp | 72.9%+24.6pp | 67.6%+29.9pp |
| Annual return | 12.19% | 18.28%-6.1pp | 3512.12%-3499.9pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,732 | $2,020+35.3% | $2,7310% | $2,755-0.8% |
| Participant deferral / active EE | $2,690 | $2,924-8.0% | $4,000-32.8% | $4,296-37.4% |
| Admin fee / account holder | $1,333 | $3,681-63.8% | $3,998-66.6% | $6,918-80.7% |