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 | $41,557 | $65,365-36.4% | $92,893-55.3% | $72,985-43.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 23.15% | 42.10%-18.9pp | 109.41%-86.3pp | 81.00%-57.8pp |
| Employer contribution / active EE | $2,424 | $2,594-6.6% | $3,653-33.6% | $2,440-0.7% |
| Participant deferral / active EE | $3,554 | $3,128+13.6% | $4,236-16.1% | $3,607-1.5% |
| Admin fee / account holder | $1,002 | $4,251-76.4% | $5,794-82.7% | $5,124-80.4% |