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 | $33,388 | $94,529-64.7% | $140,016-76.2% | $64,186-48.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 2.23% | 7.77%-5.5pp | 651.12%-648.9pp | 7.63%-5.4pp |
| Employer contribution / active EE | $2,720 | $3,812-28.7% | $5,606-51.5% | $2,381+14.2% |
| Participant deferral / active EE | $4,521 | $5,250-13.9% | $6,927-34.7% | $3,470+30.3% |
| Admin fee / account holder | $1,438 | $6,741-78.7% | $10,705-86.6% | $4,888-70.6% |