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 | $24,464 | $48,230-49.3% | $67,502-63.8% | $80,856-69.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 11.62% | 18.28%-6.7pp | 3512.12%-3500.5pp | 35.59%-24.0pp |
| Employer contribution / active EE | $780 | $2,020-61.4% | $2,731-71.4% | $2,755-71.7% |
| Participant deferral / active EE | $1,661 | $2,924-43.2% | $4,000-58.5% | $4,296-61.3% |
| Admin fee / account holder | $1,357 | $3,681-63.1% | $3,998-66.1% | $6,918-80.4% |