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 | $47,754 | $51,576-7.4% | $129,207-63.0% | $80,856-40.9% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 11.37% | 20.81%-9.4pp | 9417.33%-9406.0pp | 35.59%-24.2pp |
| Employer contribution / active EE | $514 | $1,584-67.5% | $4,153-87.6% | $2,755-81.3% |
| Participant deferral / active EE | $3,885 | $2,669+45.6% | $4,168-6.8% | $4,296-9.6% |
| Admin fee / account holder | $2,038 | $4,305-52.7% | $7,715-73.6% | $6,918-70.5% |