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 | $27,979 | $93,346-70.0% | $71,796-61.0% | $273,961-89.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 10.87% | 130.39%-119.5pp | 78.04%-67.2pp | 41.45%-30.6pp |
| Employer contribution / active EE | $1,872 | $2,733-31.5% | $1,924-2.7% | $4,869-61.5% |
| Participant deferral / active EE | $1,924 | $3,475-44.6% | $2,794-31.1% | $5,287-63.6% |
| Admin fee / account holder | $4,581 | $6,571-30.3% | $4,815-4.9% | $10,132-54.8% |