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 | $36,704 | $91,190-59.8% | $178,490-79.4% | $79,858-54.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.96% | 24.19%-9.2pp | 151.07%-136.1pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,577 | $3,256-51.6% | $5,011-68.5% | $2,471-36.2% |
| Participant deferral / active EE | $2,441 | $3,236-24.6% | $5,202-53.1% | $3,740-34.7% |
| Admin fee / account holder | $1,089 | $6,751-83.9% | $13,984-92.2% | $5,306-79.5% |