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 | $50,809 | $95,416-46.7% | $185,823-72.7% | $85,850-40.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.46% | 23.59%-9.1pp | 122.05%-107.6pp | 318.53%-304.1pp |
| Employer contribution / active EE | $2,966 | $3,314-10.5% | $5,167-42.6% | $2,565+15.6% |
| Participant deferral / active EE | $5,674 | $3,423+65.7% | $5,568+1.9% | $3,952+43.6% |
| Admin fee / account holder | $3,261 | $7,213-54.8% | $16,237-79.9% | $6,260-47.9% |