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 | $14,564 | $84,233-82.7% | $170,442-91.5% | $70,131-79.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 23.84% | 23.06%+0.8pp | 205.93%-182.1pp | 73.14%-49.3pp |
| Employer contribution / active EE | $2,312 | $3,387-31.7% | $5,433-57.4% | $2,342-1.3% |
| Participant deferral / active EE | $3,777 | $3,086+22.4% | $4,939-23.5% | $3,332+13.4% |
| Admin fee / account holder | $407 | $5,698-92.9% | $13,880-97.1% | $4,645-91.2% |