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 | $17,241 | $85,202-79.8% | $172,739-90.0% | $72,985-76.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.78% | 27.32%-7.5pp | 802.84%-783.1pp | 81.00%-61.2pp |
| Employer contribution / active EE | $1,319 | $3,324-60.3% | $5,143-74.4% | $2,440-46.0% |
| Participant deferral / active EE | $2,242 | $3,260-31.2% | $5,198-56.9% | $3,607-37.8% |
| Admin fee / account holder | $3,297 | $5,884-44.0% | $13,954-76.4% | $5,124-35.7% |