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 | $40,854 | $115,882-64.7% | $100,516-59.4% | $158,922-74.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 15.75% | 34.79%-19.0pp | 30.89%-15.1pp | 302.83%-287.1pp |
| Employer contribution / active EE | $949 | $4,103-76.9% | $3,418-72.2% | $4,761-80.1% |
| Participant deferral / active EE | $3,434 | $6,674-48.5% | $6,270-45.2% | $5,982-42.6% |
| Admin fee / account holder | $403 | $10,995-96.3% | $8,081-95.0% | $11,246-96.4% |