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 | $47,460 | $63,861-25.7% | $104,607-54.6% | $79,858-40.6% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 14.82% | 21.30%-6.5pp | 340.46%-325.6pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,549 | $1,588-2.5% | $2,681-42.2% | $2,471-37.3% |
| Participant deferral / active EE | $2,704 | $2,693+0.4% | $3,740-27.7% | $3,740-27.7% |
| Admin fee / account holder | $5,649 | $4,185+35.0% | $6,473-12.7% | $5,306+6.5% |