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 | $14,775 | $51,638-71.4% | $68,368-78.4% | $82,448-82.1% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 21.15% | 37.53%-16.4pp | 292.57%-271.4pp | 41.64%-20.5pp |
| Employer contribution / active EE | $3,116 | $2,047+52.3% | $2,649+17.6% | $2,551+22.2% |
| Participant deferral / active EE | $8,560 | $2,914+193.8% | $4,123+107.6% | $4,139+106.8% |
| Admin fee / account holder | $3,987 | $4,643-14.1% | $5,150-22.6% | $7,234-44.9% |