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 | $29,617 | $118,450-75.0% | $98,439-69.9% | $139,434-78.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 11.65% | 18.94%-7.3pp | 21.16%-9.5pp | 372.94%-361.3pp |
| Employer contribution / active EE | $898 | $3,609-75.1% | $3,048-70.6% | $4,751-81.1% |
| Participant deferral / active EE | $1,480 | $5,392-72.6% | $4,738-68.8% | $6,710-77.9% |
| Admin fee / account holder | $679 | $14,026-95.2% | $8,948-92.4% | $11,403-94.0% |