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 | $42,625 | $78,672-45.8% | $109,143-60.9% | $85,850-50.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 12.01% | 25.09%-13.1pp | 25.75%-13.7pp | 318.53%-306.5pp |
| Employer contribution / active EE | $5,476 | $2,735+100.2% | $3,722+47.1% | $2,565+113.5% |
| Participant deferral / active EE | $1,840 | $3,467-46.9% | $4,653-60.5% | $3,952-53.4% |
| Admin fee / account holder | $747 | $5,469-86.3% | $6,752-88.9% | $6,260-88.1% |