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 | $35,565 | $88,707-59.9% | $74,183-52.1% | $273,961-87.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 13.58% | 11.94%+1.6pp | 17.74%-4.2pp | 41.45%-27.9pp |
| Employer contribution / active EE | $990 | $3,159-68.7% | $2,370-58.2% | $4,869-79.7% |
| Participant deferral / active EE | $21,346 | $4,212+406.8% | $3,550+501.4% | $5,287+303.7% |
| Admin fee / account holder | $592 | $8,717-93.2% | $5,586-89.4% | $10,132-94.2% |