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 | $42,465 | $51,576-17.7% | $129,207-67.1% | $80,856-47.5% |
| Participation rate | 83.7% | 57.0%+26.7pp | 69.6%+14.1pp | 67.6%+16.1pp |
| Annual return | 12.33% | 20.81%-8.5pp | 9417.33%-9405.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,633 | $1,584+3.1% | $4,153-60.7% | $2,755-40.7% |
| Participant deferral / active EE | $3,101 | $2,669+16.2% | $4,168-25.6% | $4,296-27.8% |
| Admin fee / account holder | $1,996 | $4,305-53.6% | $7,715-74.1% | $6,918-71.1% |