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 | $43,228 | $93,071-53.6% | $74,583-42.0% | $273,961-84.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.40% | 26.18%-19.8pp | 20.47%-14.1pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,334 | $3,160-57.8% | $2,525-47.2% | $4,869-72.6% |
| Participant deferral / active EE | $2,988 | $4,160-28.2% | $3,458-13.6% | $5,287-43.5% |
| Admin fee / account holder | $539 | $5,272-89.8% | $4,138-87.0% | $10,132-94.7% |