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 | $30,573 | $98,750-69.0% | $149,696-79.6% | $79,858-61.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.17% | 27.43%-13.3pp | 276.60%-262.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,739 | $3,216-45.9% | $4,644-62.6% | $2,471-29.6% |
| Participant deferral / active EE | $2,979 | $5,680-47.6% | $6,842-56.5% | $3,740-20.3% |
| Admin fee / account holder | $1,642 | $6,053-72.9% | $9,309-82.4% | $5,306-69.1% |