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 | $33,843 | $65,685-48.5% | $57,179-40.8% | $273,961-87.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 10.46% | 21.99%-11.5pp | 14.59%-4.1pp | 41.45%-31.0pp |
| Employer contribution / active EE | $2,562 | $3,279-21.8% | $2,682-4.5% | $4,869-47.4% |
| Participant deferral / active EE | $2,606 | $3,782-31.1% | $3,096-15.8% | $5,287-50.7% |
| Admin fee / account holder | $23,723 | $4,835+390.7% | $3,139+655.8% | $10,132+134.1% |