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 | $30,687 | $76,000-59.6% | $154,107-80.1% | $64,186-52.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.96% | 30.32%-38.3pp | 735.12%-743.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $510 | $3,351-84.8% | $5,298-90.4% | $2,381-78.6% |
| Participant deferral / active EE | $3,757 | $3,175+18.3% | $5,081-26.0% | $3,470+8.3% |
| Admin fee / account holder | $867 | $5,596-84.5% | $13,411-93.5% | $4,888-82.3% |