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 | $95,575 | $63,861+49.7% | $104,607-8.6% | $79,858+19.7% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 12.85% | 21.30%-8.5pp | 340.46%-327.6pp | 31.71%-18.9pp |
| Employer contribution / active EE | $875 | $1,588-44.9% | $2,681-67.3% | $2,471-64.6% |
| Participant deferral / active EE | $3,319 | $2,693+23.2% | $3,740-11.2% | $3,740-11.2% |
| Admin fee / account holder | $2,555 | $4,185-38.9% | $6,473-60.5% | $5,306-51.8% |