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 | $51,043 | $91,552-44.2% | $133,956-61.9% | $79,858-36.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 17.85% | 61.85%-44.0pp | 45.09%-27.2pp | 31.71%-13.9pp |
| Employer contribution / active EE | $1,047 | $2,384-56.1% | $3,919-73.3% | $2,471-57.6% |
| Participant deferral / active EE | $4,187 | $3,733+12.2% | $5,048-17.0% | $3,740+12.0% |
| Admin fee / account holder | $793 | $6,321-87.5% | $8,927-91.1% | $5,306-85.1% |