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 | $26,855 | $71,050-62.2% | $93,606-71.3% | $80,856-66.8% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 10.64% | 11.26%-0.6pp | 133.20%-122.6pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,139 | $1,564-27.2% | $2,420-52.9% | $2,755-58.7% |
| Participant deferral / active EE | $4,145 | $4,034+2.8% | $4,411-6.0% | $4,296-3.5% |
| Admin fee / account holder | $1,423 | $6,945-79.5% | $8,285-82.8% | $6,918-79.4% |