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 | $49,939 | $57,065-12.5% | $75,670-34.0% | $70,131-28.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 16.91% | 23.57%-6.7pp | 27.34%-10.4pp | 73.14%-56.2pp |
| Employer contribution / active EE | $4,775 | $1,817+162.9% | $2,352+103.1% | $2,342+103.9% |
| Participant deferral / active EE | $3,524 | $2,580+36.6% | $3,142+12.2% | $3,332+5.8% |
| Admin fee / account holder | $1,469 | $3,825-61.6% | $5,800-74.7% | $4,645-68.4% |