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 | $24,763 | $103,949-76.2% | $69,182-64.2% | $273,961-91.0% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 5.68% | 35.28%-29.6pp | -21.93%+27.6pp | 41.45%-35.8pp |
| Employer contribution / active EE | $1,158 | $1,783-35.1% | $1,206-4.0% | $4,869-76.2% |
| Participant deferral / active EE | $1,268 | $2,716-53.3% | $1,897-33.2% | $5,287-76.0% |
| Admin fee / account holder | $1,449 | $3,671-60.5% | $2,697-46.3% | $10,132-85.7% |