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 | $28,913 | $71,050-59.3% | $93,606-69.1% | $80,856-64.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 13.74% | 11.26%+2.5pp | 133.20%-119.5pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,434 | $1,564-8.3% | $2,420-40.7% | $2,755-47.9% |
| Participant deferral / active EE | $2,467 | $4,034-38.8% | $4,411-44.1% | $4,296-42.6% |
| Admin fee / account holder | $1,615 | $6,945-76.7% | $8,285-80.5% | $6,918-76.6% |