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 | $27,273 | $63,346-56.9% | $92,233-70.4% | $70,131-61.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.74% | 530.12%-515.4pp | 176.28%-161.5pp | 73.14%-58.4pp |
| Employer contribution / active EE | $1,404 | $2,471-43.2% | $3,679-61.8% | $2,342-40.1% |
| Participant deferral / active EE | $2,503 | $2,854-12.3% | $3,897-35.8% | $3,332-24.9% |
| Admin fee / account holder | $2,510 | $3,840-34.7% | $5,194-51.7% | $4,645-46.0% |