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 | $48,874 | $93,071-47.5% | $74,583-34.5% | $273,961-82.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 20.62% | 26.18%-5.6pp | 20.47%+0.2pp | 41.45%-20.8pp |
| Employer contribution / active EE | $15,662 | $3,160+395.7% | $2,525+520.3% | $4,869+221.7% |
| Participant deferral / active EE | $10,639 | $4,160+155.8% | $3,458+207.7% | $5,287+101.2% |
| Admin fee / account holder | $1,053 | $5,272-80.0% | $4,138-74.6% | $10,132-89.6% |