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 | $36,953 | $96,557-61.7% | $80,975-54.4% | $273,961-86.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 37.65% | 15.14%+22.5pp | 17.10%+20.5pp | 41.45%-3.8pp |
| Employer contribution / active EE | $4,064 | $4,868-16.5% | $3,714+9.4% | $4,869-16.5% |
| Participant deferral / active EE | $2,917 | $6,598-55.8% | $5,696-48.8% | $5,287-44.8% |
| Admin fee / account holder | $555 | $7,492-92.6% | $5,516-89.9% | $10,132-94.5% |