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 | $51,784 | $91,190-43.2% | $178,490-71.0% | $79,858-35.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.61% | 24.19%-10.6pp | 151.07%-137.5pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,896 | $3,256-41.8% | $5,011-62.2% | $2,471-23.3% |
| Participant deferral / active EE | $2,951 | $3,236-8.8% | $5,202-43.3% | $3,740-21.1% |
| Admin fee / account holder | $1,790 | $6,751-73.5% | $13,984-87.2% | $5,306-66.3% |