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 | $48,100 | $63,346-24.1% | $92,233-47.9% | $70,131-31.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.17% | 530.12%-513.9pp | 176.28%-160.1pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,803 | $2,471-27.1% | $3,679-51.0% | $2,342-23.0% |
| Participant deferral / active EE | $2,933 | $2,854+2.8% | $3,897-24.7% | $3,332-12.0% |
| Admin fee / account holder | $1,302 | $3,840-66.1% | $5,194-74.9% | $4,645-72.0% |