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 | $35,482 | $56,199-36.9% | $67,652-47.6% | $59,632-40.5% |
| Participation rate | 73.2% | 71.5%+1.7pp | 75.7%-2.5pp | 68.7%+4.5pp |
| Annual return | 1.37% | 18505.31%-18503.9pp | 6625.04%-6623.7pp | 2041.28%-2039.9pp |
| Employer contribution / active EE | $498 | $1,614-69.1% | $2,266-78.0% | $2,203-77.4% |
| Participant deferral / active EE | $1,377 | $2,844-51.6% | $3,560-61.3% | $3,192-56.9% |
| Admin fee / account holder | $442 | $3,958-88.8% | $4,821-90.8% | $4,297-89.7% |