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 | $43,034 | $59,839-28.1% | $81,983-47.5% | $79,858-46.1% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 11.39% | 17.56%-6.2pp | 41.31%-29.9pp | 31.71%-20.3pp |
| Employer contribution / active EE | $5,358 | $1,713+212.7% | $2,498+114.5% | $2,471+116.9% |
| Participant deferral / active EE | $3,075 | $2,695+14.1% | $3,722-17.4% | $3,740-17.8% |
| Admin fee / account holder | $4,814 | $4,287+12.3% | $5,664-15.0% | $5,306-9.3% |