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 | $52,146 | $91,190-42.8% | $178,490-70.8% | $79,858-34.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 20.97% | 24.19%-3.2pp | 151.07%-130.1pp | 31.71%-10.7pp |
| Employer contribution / active EE | $2,378 | $3,256-27.0% | $5,011-52.5% | $2,471-3.8% |
| Participant deferral / active EE | $1,747 | $3,236-46.0% | $5,202-66.4% | $3,740-53.3% |
| Admin fee / account holder | $922 | $6,751-86.3% | $13,984-93.4% | $5,306-82.6% |