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 | $18,967 | $56,053-66.2% | $75,972-75.0% | $80,856-76.5% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 14.17% | 20.53%-6.4pp | 359.55%-345.4pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,163 | $1,874+15.4% | $2,685-19.4% | $2,755-21.5% |
| Participant deferral / active EE | $3,314 | $3,052+8.6% | $4,255-22.1% | $4,296-22.9% |
| Admin fee / account holder | $443 | $5,234-91.5% | $6,467-93.1% | $6,918-93.6% |