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 | $16,202 | $48,795-66.8% | $65,493-75.3% | $84,808-80.9% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 12.95% | 20.20%-7.2pp | 982.45%-969.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,253 | $1,930-35.1% | $2,574-51.3% | $2,631-52.4% |
| Participant deferral / active EE | $1,700 | $2,928-42.0% | $3,961-57.1% | $4,212-59.6% |
| Admin fee / account holder | $2,316 | $3,877-40.3% | $5,028-53.9% | $7,344-68.5% |