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 | $49,788 | $81,248-38.7% | $155,509-68.0% | $80,856-38.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.12% | 33.31%-20.2pp | 64.67%-51.5pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,921 | $3,100-5.8% | $4,672-37.5% | $2,755+6.0% |
| Participant deferral / active EE | $4,853 | $3,452+40.6% | $5,626-13.7% | $4,296+13.0% |
| Admin fee / account holder | $1,677 | $7,997-79.0% | $15,912-89.5% | $6,918-75.8% |