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 | $48,737 | $58,512-16.7% | $84,015-42.0% | $72,985-33.2% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 16.88% | 28.93%-12.0pp | 71.31%-54.4pp | 81.00%-64.1pp |
| Employer contribution / active EE | $2,971 | $1,163+155.5% | $1,983+49.8% | $2,440+21.8% |
| Participant deferral / active EE | $3,943 | $2,394+64.7% | $3,239+21.8% | $3,607+9.3% |
| Admin fee / account holder | $769 | $4,569-83.2% | $6,101-87.4% | $5,124-85.0% |