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 | $14,873 | $84,233-82.3% | $170,442-91.3% | $70,131-78.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 21.49% | 23.06%-1.6pp | 205.93%-184.4pp | 73.14%-51.7pp |
| Employer contribution / active EE | $1,503 | $3,387-55.6% | $5,433-72.3% | $2,342-35.8% |
| Participant deferral / active EE | $1,089 | $3,086-64.7% | $4,939-78.0% | $3,332-67.3% |
| Admin fee / account holder | $857 | $5,698-85.0% | $13,880-93.8% | $4,645-81.6% |