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 | $16,738 | $103,949-83.9% | $69,182-75.8% | $273,961-93.9% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 10.84% | 35.28%-24.4pp | -21.93%+32.8pp | 41.45%-30.6pp |
| Employer contribution / active EE | $1,446 | $1,783-18.9% | $1,206+19.8% | $4,869-70.3% |
| Participant deferral / active EE | $3,299 | $2,716+21.4% | $1,897+73.9% | $5,287-37.6% |
| Admin fee / account holder | $361 | $3,671-90.2% | $2,697-86.6% | $10,132-96.4% |