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 | $17,035 | $53,127-67.9% | $86,590-80.3% | $70,131-75.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.25% | 27.66%-11.4pp | 964.84%-948.6pp | 73.14%-56.9pp |
| Employer contribution / active EE | $1,667 | $2,068-19.4% | $2,839-41.3% | $2,342-28.8% |
| Participant deferral / active EE | $1,812 | $2,696-32.8% | $3,609-49.8% | $3,332-45.6% |
| Admin fee / account holder | $884 | $3,585-75.4% | $4,906-82.0% | $4,645-81.0% |