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 | $53,795 | $89,753-40.1% | $107,525-50.0% | $84,808-36.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 16.74% | 29.48%-12.7pp | 181.32%-164.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,464 | $3,113-53.0% | $3,754-61.0% | $2,631-44.3% |
| Participant deferral / active EE | $5,205 | $4,056+28.3% | $5,116+1.7% | $4,212+23.6% |
| Admin fee / account holder | $6,925 | $7,222-4.1% | $8,919-22.4% | $7,344-5.7% |