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 | $40,500 | $70,428-42.5% | $96,562-58.1% | $85,850-52.8% |
| Participation rate | 93.5% | 61.8%+31.7pp | 69.8%+23.7pp | 69.3%+24.2pp |
| Annual return | 12.98% | 18.59%-5.6pp | 37.78%-24.8pp | 318.53%-305.5pp |
| Employer contribution / active EE | $1,000 | $1,413-29.2% | $2,356-57.6% | $2,565-61.0% |
| Participant deferral / active EE | $1,637 | $2,894-43.4% | $3,849-57.5% | $3,952-58.6% |
| Admin fee / account holder | $456 | $4,997-90.9% | $6,181-92.6% | $6,260-92.7% |