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 | $32,987 | $76,000-56.6% | $154,107-78.6% | $64,186-48.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 8.67% | 30.32%-21.6pp | 735.12%-726.4pp | 7.63%+1.0pp |
| Employer contribution / active EE | $2,435 | $3,351-27.3% | $5,298-54.0% | $2,381+2.3% |
| Participant deferral / active EE | $3,665 | $3,175+15.4% | $5,081-27.9% | $3,470+5.6% |
| Admin fee / account holder | $746 | $5,596-86.7% | $13,411-94.4% | $4,888-84.7% |