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 | $40,834 | $124,281-67.1% | $109,143-62.6% | $167,490-75.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.34% | 26.04%-12.7pp | 25.75%-12.4pp | 478.56%-465.2pp |
| Employer contribution / active EE | $1,386 | $4,207-67.1% | $3,722-62.8% | $4,837-71.4% |
| Participant deferral / active EE | $4,117 | $5,255-21.7% | $4,653-11.5% | $6,341-35.1% |
| Admin fee / account holder | $432 | $7,970-94.6% | $6,752-93.6% | $12,309-96.5% |