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 | $28,337 | $91,190-68.9% | $178,490-84.1% | $79,858-64.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.03% | 24.19%-6.2pp | 151.07%-133.0pp | 31.71%-13.7pp |
| Employer contribution / active EE | $2,561 | $3,256-21.4% | $5,011-48.9% | $2,471+3.6% |
| Participant deferral / active EE | $3,792 | $3,236+17.2% | $5,202-27.1% | $3,740+1.4% |
| Admin fee / account holder | $4,552 | $6,751-32.6% | $13,984-67.4% | $5,306-14.2% |