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 | $63,170 | $65,041-2.9% | $90,951-30.5% | $79,858-20.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 14.75% | 30.45%-15.7pp | 134.60%-119.8pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,097 | $1,247-12.0% | $2,122-48.3% | $2,471-55.6% |
| Participant deferral / active EE | $3,826 | $2,512+52.3% | $3,373+13.4% | $3,740+2.3% |
| Admin fee / account holder | $3,033 | $4,536-33.1% | $5,959-49.1% | $5,306-42.8% |