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 | $10,111 | $118,427-91.5% | $66,042-84.7% | $142,382-92.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 17.24% | 35.57%-18.3pp | 52.11%-34.9pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,384 | $2,570-46.1% | $1,579-12.3% | $4,299-67.8% |
| Participant deferral / active EE | $2,606 | $4,311-39.6% | $2,835-8.1% | $6,507-60.0% |
| Admin fee / account holder | $2,063 | $9,593-78.5% | $5,747-64.1% | $12,624-83.7% |