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 | $37,421 | $65,365-42.8% | $92,893-59.7% | $72,985-48.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 21.76% | 42.10%-20.3pp | 109.41%-87.7pp | 81.00%-59.2pp |
| Employer contribution / active EE | $3,325 | $2,594+28.2% | $3,653-9.0% | $2,440+36.3% |
| Participant deferral / active EE | $4,829 | $3,128+54.4% | $4,236+14.0% | $3,607+33.9% |
| Admin fee / account holder | $1,966 | $4,251-53.8% | $5,794-66.1% | $5,124-61.6% |