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 | $48,615 | $101,069-51.9% | $81,478-40.3% | $147,584-67.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 17.55% | 32.40%-14.9pp | 38.78%-21.2pp | 578.55%-561.0pp |
| Employer contribution / active EE | $2,163 | $3,205-32.5% | $2,568-15.8% | $4,876-55.6% |
| Participant deferral / active EE | $4,167 | $4,242-1.8% | $3,537+17.8% | $5,439-23.4% |
| Admin fee / account holder | $738 | $5,812-87.3% | $4,561-83.8% | $10,885-93.2% |