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 | $49,902 | $96,557-48.3% | $80,975-38.4% | $273,961-81.8% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 14.10% | 15.14%-1.0pp | 17.10%-3.0pp | 41.45%-27.3pp |
| Employer contribution / active EE | $8,047 | $4,868+65.3% | $3,714+116.7% | $4,869+65.3% |
| Participant deferral / active EE | $5,023 | $6,598-23.9% | $5,696-11.8% | $5,287-5.0% |
| Admin fee / account holder | $1,026 | $7,492-86.3% | $5,516-81.4% | $10,132-89.9% |