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 | $59,737 | $95,416-37.4% | $185,823-67.9% | $85,850-30.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.07% | 23.59%-11.5pp | 122.05%-110.0pp | 318.53%-306.5pp |
| Employer contribution / active EE | $3,959 | $3,314+19.5% | $5,167-23.4% | $2,565+54.4% |
| Participant deferral / active EE | $3,955 | $3,423+15.5% | $5,568-29.0% | $3,952+0.1% |
| Admin fee / account holder | $4,179 | $7,213-42.1% | $16,237-74.3% | $6,260-33.2% |