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 | $58,488 | $86,929-32.7% | $102,423-42.9% | $80,856-27.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 10.74% | 18.88%-8.1pp | 29.32%-18.6pp | 35.59%-24.8pp |
| Employer contribution / active EE | $912 | $2,369-61.5% | $3,023-69.8% | $2,755-66.9% |
| Participant deferral / active EE | $3,838 | $4,118-6.8% | $5,053-24.0% | $4,296-10.7% |
| Admin fee / account holder | $1,802 | $8,049-77.6% | $9,451-80.9% | $6,918-74.0% |