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 | $53,659 | $107,452-50.1% | $91,541-41.4% | $142,382-62.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 11.68% | 22.06%-10.4pp | 20.50%-8.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $1,459 | $2,994-51.3% | $2,505-41.8% | $4,299-66.1% |
| Participant deferral / active EE | $2,166 | $4,754-54.4% | $4,008-45.9% | $6,507-66.7% |
| Admin fee / account holder | $642 | $8,834-92.7% | $6,956-90.8% | $12,624-94.9% |