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 | $28,316 | $91,190-68.9% | $178,490-84.1% | $79,858-64.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.54% | 24.19%-12.7pp | 151.07%-139.5pp | 31.71%-20.2pp |
| Employer contribution / active EE | $2,071 | $3,256-36.4% | $5,011-58.7% | $2,471-16.2% |
| Participant deferral / active EE | $1,116 | $3,236-65.5% | $5,202-78.5% | $3,740-70.2% |
| Admin fee / account holder | $3,715 | $6,751-45.0% | $13,984-73.4% | $5,306-30.0% |