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 | $19,212 | $77,314-75.2% | $177,989-89.2% | $80,856-76.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 12.20% | 18.09%-5.9pp | 294.48%-282.3pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,625 | $2,292-29.1% | $3,949-58.8% | $2,755-41.0% |
| Participant deferral / active EE | $6,110 | $4,411+38.5% | $6,276-2.6% | $4,296+42.2% |
| Admin fee / account holder | $687 | $7,191-90.4% | $10,363-93.4% | $6,918-90.1% |