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 | $46,287 | $65,041-28.8% | $90,951-49.1% | $79,858-42.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 16.93% | 30.45%-13.5pp | 134.60%-117.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $3,139 | $1,247+151.7% | $2,122+47.9% | $2,471+27.0% |
| Participant deferral / active EE | $1,965 | $2,512-21.8% | $3,373-41.7% | $3,740-47.4% |
| Admin fee / account holder | $469 | $4,536-89.7% | $5,959-92.1% | $5,306-91.2% |