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 | $23,733 | $71,050-66.6% | $93,606-74.6% | $80,856-70.6% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 14.16% | 11.26%+2.9pp | 133.20%-119.0pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,639 | $1,564+4.8% | $2,420-32.3% | $2,755-40.5% |
| Participant deferral / active EE | $1,756 | $4,034-56.5% | $4,411-60.2% | $4,296-59.1% |
| Admin fee / account holder | $7,572 | $6,945+9.0% | $8,285-8.6% | $6,918+9.5% |