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 | $43,516 | $91,190-52.3% | $178,490-75.6% | $79,858-45.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 31.97% | 24.19%+7.8pp | 151.07%-119.1pp | 31.71%+0.3pp |
| Employer contribution / active EE | $1,346 | $3,256-58.6% | $5,011-73.1% | $2,471-45.5% |
| Participant deferral / active EE | $2,846 | $3,236-12.1% | $5,202-45.3% | $3,740-23.9% |
| Admin fee / account holder | $3,134 | $6,751-53.6% | $13,984-77.6% | $5,306-40.9% |