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 | $19,603 | $63,346-69.1% | $92,233-78.7% | $70,131-72.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 18.71% | 530.12%-511.4pp | 176.28%-157.6pp | 73.14%-54.4pp |
| Employer contribution / active EE | $1,423 | $2,471-42.4% | $3,679-61.3% | $2,342-39.2% |
| Participant deferral / active EE | $2,638 | $2,854-7.6% | $3,897-32.3% | $3,332-20.8% |
| Admin fee / account holder | $1,497 | $3,840-61.0% | $5,194-71.2% | $4,645-67.8% |