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 | $39,277 | $52,580-25.3% | $71,671-45.2% | $70,131-44.0% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 12.60% | 20.25%-7.7pp | 20.65%-8.1pp | 73.14%-60.5pp |
| Employer contribution / active EE | $5,102 | $1,616+215.8% | $2,460+107.4% | $2,342+117.8% |
| Participant deferral / active EE | $929 | $2,386-61.1% | $3,438-73.0% | $3,332-72.1% |
| Admin fee / account holder | $10,125 | $3,653+177.2% | $5,558+82.2% | $4,645+118.0% |