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 | $33,479 | $48,364-30.8% | $71,796-53.4% | $62,891-46.8% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 6.30% | 13.16%-6.9pp | 78.04%-71.7pp | 20.14%-13.8pp |
| Employer contribution / active EE | $669 | $1,042-35.8% | $1,924-65.2% | $2,281-70.7% |
| Participant deferral / active EE | $937 | $2,091-55.2% | $2,794-66.5% | $3,203-70.8% |
| Admin fee / account holder | $564 | $3,771-85.0% | $4,815-88.3% | $4,296-86.9% |