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 | $37,801 | $87,733-56.9% | $106,548-64.5% | $85,850-56.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 14.41% | 21.86%-7.4pp | 26.80%-12.4pp | 318.53%-304.1pp |
| Employer contribution / active EE | $556 | $2,073-73.2% | $2,819-80.3% | $2,565-78.3% |
| Participant deferral / active EE | $2,446 | $3,469-29.5% | $4,398-44.4% | $3,952-38.1% |
| Admin fee / account holder | $950 | $6,767-86.0% | $7,407-87.2% | $6,260-84.8% |