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 | $48,901 | $59,101-17.3% | $77,163-36.6% | $75,163-34.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 15.07% | 26.71%-11.6pp | 37.87%-22.8pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,994 | $1,995-0.1% | $2,535-21.3% | $2,670-25.3% |
| Participant deferral / active EE | $2,085 | $2,999-30.5% | $3,833-45.6% | $4,125-49.5% |
| Admin fee / account holder | $3,612 | $4,774-24.3% | $5,472-34.0% | $5,651-36.1% |