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 | $32,707 | $95,416-65.7% | $185,823-82.4% | $85,850-61.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 17.54% | 23.59%-6.0pp | 122.05%-104.5pp | 318.53%-301.0pp |
| Employer contribution / active EE | $1,935 | $3,314-41.6% | $5,167-62.6% | $2,565-24.6% |
| Participant deferral / active EE | $3,295 | $3,423-3.8% | $5,568-40.8% | $3,952-16.6% |
| Admin fee / account holder | $761 | $7,213-89.5% | $16,237-95.3% | $6,260-87.8% |