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 | $37,537 | $77,314-51.4% | $177,989-78.9% | $80,856-53.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 16.39% | 18.09%-1.7pp | 294.48%-278.1pp | 35.59%-19.2pp |
| Employer contribution / active EE | $1,913 | $2,292-16.6% | $3,949-51.6% | $2,755-30.6% |
| Participant deferral / active EE | $3,767 | $4,411-14.6% | $6,276-40.0% | $4,296-12.3% |
| Admin fee / account holder | $1,944 | $7,191-73.0% | $10,363-81.2% | $6,918-71.9% |