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 | $63,439 | $72,277-12.2% | $101,248-37.3% | $79,858-20.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 12.00% | 22.30%-10.3pp | 46.47%-34.5pp | 31.71%-19.7pp |
| Employer contribution / active EE | $624 | $2,692-76.8% | $3,660-83.0% | $2,471-74.8% |
| Participant deferral / active EE | $4,485 | $3,282+36.7% | $4,370+2.6% | $3,740+19.9% |
| Admin fee / account holder | $1,454 | $4,400-66.9% | $5,945-75.5% | $5,306-72.6% |