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 5-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 | $51,747 | $111,814-53.7% | $103,374-49.9% | $145,959-64.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.08% | 24.77%-10.7pp | 24.89%-10.8pp | 561.95%-547.9pp |
| Employer contribution / active EE | $1,292 | $4,214-69.3% | $3,869-66.6% | $4,661-72.3% |
| Participant deferral / active EE | $1,986 | $5,618-64.7% | $5,058-60.7% | $6,689-70.3% |
| Admin fee / account holder | $2,133 | $9,754-78.1% | $8,394-74.6% | $13,398-84.1% |