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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARLES SCHWAB & CO Service code 33 | Securities brokerage; Other investmen... | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 16 · EIN 82-3967259 | Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,379 | $65,409-38.3% | $98,442-59.0% | $85,850-53.0% |
| Participation rate | 65.4% | 65.0%+0.4pp | 73.3%-8.0pp | 69.3%-3.9pp |
| Annual return | 21.95% | 21.76%+0.2pp | 1492.73%-1470.8pp | 318.53%-296.6pp |
| Employer contribution / active EE | $1,873 | $2,168-13.6% | $2,960-36.7% | $2,565-27.0% |
| Participant deferral / active EE | $2,837 | $3,166-10.4% | $4,276-33.7% | $3,952-28.2% |
| Admin fee / account holder | $419 | $4,593-90.9% | $5,949-93.0% | $6,260-93.3% |