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 | $55,027 | $72,277-23.9% | $101,248-45.7% | $79,858-31.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 11.21% | 22.30%-11.1pp | 46.47%-35.3pp | 31.71%-20.5pp |
| Employer contribution / active EE | $10,457 | $2,692+288.5% | $3,660+185.8% | $2,471+323.2% |
| Participant deferral / active EE | $1,652 | $3,282-49.7% | $4,370-62.2% | $3,740-55.8% |
| Admin fee / account holder | $2,525 | $4,400-42.6% | $5,945-57.5% | $5,306-52.4% |