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 | $26,608 | $48,230-44.8% | $67,502-60.6% | $80,856-67.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 16.83% | 18.28%-1.4pp | 3512.12%-3495.3pp | 35.59%-18.8pp |
| Employer contribution / active EE | $1,589 | $2,020-21.3% | $2,731-41.8% | $2,755-42.3% |
| Participant deferral / active EE | $2,226 | $2,924-23.9% | $4,000-44.4% | $4,296-48.2% |
| Admin fee / account holder | $656 | $3,681-82.2% | $3,998-83.6% | $6,918-90.5% |