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 | $49,376 | $107,452-54.0% | $91,541-46.1% | $142,382-65.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.51% | 22.06%-6.5pp | 20.50%-5.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,990 | $2,994-33.5% | $2,505-20.5% | $4,299-53.7% |
| Participant deferral / active EE | $5,657 | $4,754+19.0% | $4,008+41.1% | $6,507-13.1% |
| Admin fee / account holder | $483 | $8,834-94.5% | $6,956-93.1% | $12,624-96.2% |