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 | $30,804 | $108,172-71.5% | $77,482-60.2% | $158,922-80.6% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 8.83% | 31.67%-22.8pp | 54.79%-46.0pp | 302.83%-294.0pp |
| Employer contribution / active EE | $587 | $1,325-55.7% | $986-40.5% | $4,761-87.7% |
| Participant deferral / active EE | $1,322 | $2,456-46.2% | $1,861-29.0% | $5,982-77.9% |
| Admin fee / account holder | $17,084 | $3,708+360.8% | $2,858+497.8% | $11,246+51.9% |