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 | $50,454 | $59,839-15.7% | $81,983-38.5% | $79,858-36.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 15.86% | 17.56%-1.7pp | 41.31%-25.4pp | 31.71%-15.9pp |
| Employer contribution / active EE | $4,661 | $1,713+172.1% | $2,498+86.6% | $2,471+88.7% |
| Participant deferral / active EE | $4,514 | $2,695+67.5% | $3,722+21.3% | $3,740+20.7% |
| Admin fee / account holder | $1,746 | $4,287-59.3% | $5,664-69.2% | $5,306-67.1% |