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 | $27,726 | $98,750-71.9% | $149,696-81.5% | $79,858-65.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 28.51% | 27.43%+1.1pp | 276.60%-248.1pp | 31.71%-3.2pp |
| Employer contribution / active EE | $1,149 | $3,216-64.3% | $4,644-75.2% | $2,471-53.5% |
| Participant deferral / active EE | $3,590 | $5,680-36.8% | $6,842-47.5% | $3,740-4.0% |
| Admin fee / account holder | $573 | $6,053-90.5% | $9,309-93.8% | $5,306-89.2% |