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 | $41,704 | $76,000-45.1% | $154,107-72.9% | $64,186-35.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 7.18% | 30.32%-23.1pp | 735.12%-727.9pp | 7.63%-0.5pp |
| Employer contribution / active EE | $2,568 | $3,351-23.4% | $5,298-51.5% | $2,381+7.9% |
| Participant deferral / active EE | $1,367 | $3,175-57.0% | $5,081-73.1% | $3,470-60.6% |
| Admin fee / account holder | $4,003 | $5,596-28.5% | $13,411-70.1% | $4,888-18.1% |