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 | $22,994 | $65,395-64.8% | $182,532-87.4% | $72,985-68.5% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 24.11% | 27.68%-3.6pp | 148.54%-124.4pp | 81.00%-56.9pp |
| Employer contribution / active EE | $1,368 | $1,911-28.4% | $4,076-66.4% | $2,440-43.9% |
| Participant deferral / active EE | $2,354 | $3,563-33.9% | $5,524-57.4% | $3,607-34.7% |
| Admin fee / account holder | $1,134 | $4,245-73.3% | $8,592-86.8% | $5,124-77.9% |