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 | $39,769 | $103,949-61.7% | $69,182-42.5% | $273,961-85.5% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 3.38% | 35.28%-31.9pp | -21.93%+25.3pp | 41.45%-38.1pp |
| Employer contribution / active EE | $1,420 | $1,783-20.4% | $1,206+17.7% | $4,869-70.8% |
| Participant deferral / active EE | $7,227 | $2,716+166.0% | $1,897+281.0% | $5,287+36.7% |
| Admin fee / account holder | $29,099 | $3,671+692.8% | $2,697+979.1% | $10,132+187.2% |