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 | $51,947 | $63,346-18.0% | $92,233-43.7% | $70,131-25.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 13.80% | 530.12%-516.3pp | 176.28%-162.5pp | 73.14%-59.3pp |
| Employer contribution / active EE | $1,761 | $2,471-28.8% | $3,679-52.2% | $2,342-24.8% |
| Participant deferral / active EE | $2,980 | $2,854+4.4% | $3,897-23.5% | $3,332-10.6% |
| Admin fee / account holder | $1,342 | $3,840-65.1% | $5,194-74.2% | $4,645-71.1% |