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 | $50,389 | $37,426+34.6% | $77,482-35.0% | $79,858-36.9% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 12.51% | 39.70%-27.2pp | 54.79%-42.3pp | 31.71%-19.2pp |
| Employer contribution / active EE | $2,547 | $637+300.1% | $986+158.2% | $2,471+3.1% |
| Participant deferral / active EE | $4,313 | $1,260+242.3% | $1,861+131.7% | $3,740+15.3% |
| Admin fee / account holder | $4,586 | $2,504+83.2% | $2,858+60.5% | $5,306-13.6% |