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 | $49,913 | $102,245-51.2% | $89,340-44.1% | $137,256-63.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 16.80% | 21.89%-5.1pp | 20.57%-3.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $3,254 | $2,529+28.7% | $2,231+45.8% | $4,156-21.7% |
| Participant deferral / active EE | $5,354 | $4,436+20.7% | $3,823+40.1% | $6,407-16.4% |
| Admin fee / account holder | $366 | $8,085-95.5% | $6,704-94.5% | $12,270-97.0% |