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 | $37,904 | $77,634-51.2% | $156,549-75.8% | $62,891-39.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 10.37% | 50.32%-40.0pp | 32.23%-21.9pp | 20.14%-9.8pp |
| Employer contribution / active EE | $2,562 | $3,444-25.6% | $5,501-53.4% | $2,281+12.3% |
| Participant deferral / active EE | $2,716 | $3,045-10.8% | $4,871-44.2% | $3,203-15.2% |
| Admin fee / account holder | $1,476 | $5,561-73.5% | $13,027-88.7% | $4,296-65.6% |