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 | $49,971 | $57,590-13.2% | $86,233-42.1% | $82,448-39.4% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 16.68% | 22.41%-5.7pp | 61.39%-44.7pp | 41.64%-25.0pp |
| Employer contribution / active EE | $3,856 | $1,655+133.0% | $2,504+54.0% | $2,551+51.2% |
| Participant deferral / active EE | $3,828 | $3,080+24.3% | $4,559-16.0% | $4,139-7.5% |
| Admin fee / account holder | $1,337 | $4,730-71.7% | $8,342-84.0% | $7,234-81.5% |