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 | $29,690 | $77,314-61.6% | $177,989-83.3% | $80,856-63.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 15.27% | 18.09%-2.8pp | 294.48%-279.2pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,720 | $2,292-24.9% | $3,949-56.4% | $2,755-37.5% |
| Participant deferral / active EE | $3,605 | $4,411-18.3% | $6,276-42.6% | $4,296-16.1% |
| Admin fee / account holder | $2,321 | $7,191-67.7% | $10,363-77.6% | $6,918-66.5% |