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 | $48,745 | $72,277-32.6% | $101,248-51.9% | $79,858-39.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 13.03% | 22.30%-9.3pp | 46.47%-33.4pp | 31.71%-18.7pp |
| Employer contribution / active EE | $3,551 | $2,692+31.9% | $3,660-3.0% | $2,471+43.7% |
| Participant deferral / active EE | $3,873 | $3,282+18.0% | $4,370-11.4% | $3,740+3.6% |
| Admin fee / account holder | $724 | $4,400-83.6% | $5,945-87.8% | $5,306-86.4% |