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 | $51,126 | $48,046+6.4% | $84,611-39.6% | $72,985-29.9% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 18.09% | 37.38%-19.3pp | 258.74%-240.6pp | 81.00%-62.9pp |
| Employer contribution / active EE | $1,267 | $1,602-20.9% | $2,652-52.2% | $2,440-48.1% |
| Participant deferral / active EE | $1,600 | $2,680-40.3% | $3,899-59.0% | $3,607-55.6% |
| Admin fee / account holder | $8,317 | $3,395+145.0% | $4,912+69.3% | $5,124+62.3% |