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 | $51,291 | $95,416-46.2% | $185,823-72.4% | $85,850-40.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 17.96% | 23.59%-5.6pp | 122.05%-104.1pp | 318.53%-300.6pp |
| Employer contribution / active EE | $1,663 | $3,314-49.8% | $5,167-67.8% | $2,565-35.2% |
| Participant deferral / active EE | $2,364 | $3,423-30.9% | $5,568-57.5% | $3,952-40.2% |
| Admin fee / account holder | $728 | $7,213-89.9% | $16,237-95.5% | $6,260-88.4% |