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 | $30,190 | $124,281-75.7% | $109,143-72.3% | $167,490-82.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.91% | 26.04%-12.1pp | 25.75%-11.8pp | 478.56%-464.7pp |
| Employer contribution / active EE | $2,144 | $4,207-49.0% | $3,722-42.4% | $4,837-55.7% |
| Participant deferral / active EE | $5,601 | $5,255+6.6% | $4,653+20.4% | $6,341-11.7% |
| Admin fee / account holder | $3,578 | $7,970-55.1% | $6,752-47.0% | $12,309-70.9% |