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 | $40,051 | $61,605-35.0% | $112,229-64.3% | $75,163-46.7% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 19.08% | 28.47%-9.4pp | 30.20%-11.1pp | 160.62%-141.5pp |
| Employer contribution / active EE | $1,478 | $2,015-26.7% | $3,430-56.9% | $2,670-44.6% |
| Participant deferral / active EE | $2,115 | $3,108-32.0% | $4,798-55.9% | $4,125-48.7% |
| Admin fee / account holder | $1,868 | $4,862-61.6% | $7,748-75.9% | $5,651-66.9% |