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 | $35,285 | $118,427-70.2% | $66,042-46.6% | $142,382-75.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 18.13% | 35.57%-17.4pp | 52.11%-34.0pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,762 | $2,570-31.4% | $1,579+11.6% | $4,299-59.0% |
| Participant deferral / active EE | $2,540 | $4,311-41.1% | $2,835-10.4% | $6,507-61.0% |
| Admin fee / account holder | $895 | $9,593-90.7% | $5,747-84.4% | $12,624-92.9% |