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 | $42,123 | $86,286-51.2% | $111,297-62.2% | $85,850-50.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 17.35% | 19.99%-2.6pp | 54.65%-37.3pp | 318.53%-301.2pp |
| Employer contribution / active EE | $1,547 | $2,043-24.3% | $2,731-43.3% | $2,565-39.7% |
| Participant deferral / active EE | $2,897 | $3,641-20.4% | $4,487-35.4% | $3,952-26.7% |
| Admin fee / account holder | $1,530 | $8,188-81.3% | $7,964-80.8% | $6,260-75.6% |