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 | $37,057 | $85,766-56.8% | $136,294-72.8% | $70,131-47.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.59% | 31.45%-15.9pp | 5155.94%-5140.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,736 | $2,966-41.5% | $4,695-63.0% | $2,342-25.9% |
| Participant deferral / active EE | $2,926 | $5,051-42.1% | $6,247-53.2% | $3,332-12.2% |
| Admin fee / account holder | $1,378 | $5,420-74.6% | $9,243-85.1% | $4,645-70.3% |