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 | $53,295 | $68,547-22.2% | $120,354-55.7% | $80,856-34.1% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 12.50% | 23.60%-11.1pp | 107.15%-94.6pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,792 | $2,051+36.1% | $3,463-19.4% | $2,755+1.4% |
| Participant deferral / active EE | $2,920 | $3,173-8.0% | $4,991-41.5% | $4,296-32.0% |
| Admin fee / account holder | $3,435 | $5,732-40.1% | $9,423-63.5% | $6,918-50.3% |