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 | $25,701 | $57,354-55.2% | $83,848-69.3% | $64,186-60.0% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 15.69% | 11.38%+4.3pp | 850.88%-835.2pp | 7.63%+8.1pp |
| Employer contribution / active EE | $3,182 | $2,545+25.0% | $3,631-12.4% | $2,381+33.6% |
| Participant deferral / active EE | $1,719 | $2,993-42.6% | $4,082-57.9% | $3,470-50.4% |
| Admin fee / account holder | $526 | $4,046-87.0% | $5,478-90.4% | $4,888-89.2% |