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 | $37,056 | $76,000-51.2% | $154,107-76.0% | $64,186-42.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 0.59% | 30.32%-29.7pp | 735.12%-734.5pp | 7.63%-7.0pp |
| Employer contribution / active EE | $1,902 | $3,351-43.2% | $5,298-64.1% | $2,381-20.1% |
| Participant deferral / active EE | $2,091 | $3,175-34.1% | $5,081-58.8% | $3,470-39.7% |
| Admin fee / account holder | $847 | $5,596-84.9% | $13,411-93.7% | $4,888-82.7% |