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 | $26,138 | $62,573-58.2% | $85,682-69.5% | $85,850-69.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 14.40% | 23.77%-9.4pp | 21.49%-7.1pp | 318.53%-304.1pp |
| Employer contribution / active EE | $5,067 | $1,757+188.5% | $2,618+93.5% | $2,565+97.6% |
| Participant deferral / active EE | $1,371 | $2,802-51.1% | $3,923-65.0% | $3,952-65.3% |
| Admin fee / account holder | $2,333 | $4,640-49.7% | $6,873-66.1% | $6,260-62.7% |