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 | $40,346 | $113,935-64.6% | $94,224-57.2% | $125,391-67.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 3.79% | 5.29%-1.5pp | 10.68%-6.9pp | 282.22%-278.4pp |
| Employer contribution / active EE | $2,358 | $4,727-50.1% | $3,587-34.3% | $4,866-51.5% |
| Participant deferral / active EE | $4,479 | $5,179-13.5% | $4,320+3.7% | $5,352-16.3% |
| Admin fee / account holder | $661 | $8,391-92.1% | $6,269-89.5% | $9,540-93.1% |