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 | $25,179 | $64,307-60.8% | $57,343-56.1% | $125,391-79.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.31% | 25.12%-23.8pp | 24.39%-23.1pp | 282.22%-280.9pp |
| Employer contribution / active EE | $1,486 | $3,193-53.4% | $2,689-44.7% | $4,866-69.5% |
| Participant deferral / active EE | $2,071 | $3,848-46.2% | $3,162-34.5% | $5,352-61.3% |
| Admin fee / account holder | $810 | $5,242-84.5% | $3,356-75.9% | $9,540-91.5% |