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 | $41,992 | $91,190-54.0% | $178,490-76.5% | $79,858-47.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.13% | 24.19%-10.1pp | 151.07%-136.9pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,710 | $3,256-47.5% | $5,011-65.9% | $2,471-30.8% |
| Participant deferral / active EE | $4,480 | $3,236+38.4% | $5,202-13.9% | $3,740+19.8% |
| Admin fee / account holder | $957 | $6,751-85.8% | $13,984-93.2% | $5,306-82.0% |