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 | $49,785 | $95,266-47.7% | $82,389-39.6% | $142,382-65.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 21.91% | 25.74%-3.8pp | 28.67%-6.8pp | 217.08%-195.2pp |
| Employer contribution / active EE | $849 | $2,991-71.6% | $2,517-66.3% | $4,299-80.3% |
| Participant deferral / active EE | $4,134 | $4,809-14.0% | $4,155-0.5% | $6,507-36.5% |
| Admin fee / account holder | $3,270 | $8,563-61.8% | $7,231-54.8% | $12,624-74.1% |