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 | $23,209 | $48,795-52.4% | $65,493-64.6% | $84,808-72.6% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 13.39% | 20.20%-6.8pp | 982.45%-969.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,429 | $1,930-25.9% | $2,574-44.5% | $2,631-45.7% |
| Participant deferral / active EE | $1,558 | $2,928-46.8% | $3,961-60.7% | $4,212-63.0% |
| Admin fee / account holder | $1,589 | $3,877-59.0% | $5,028-68.4% | $7,344-78.4% |