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 | $11,023 | $54,705-79.9% | $71,209-84.5% | $84,808-87.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 19.17% | 35.90%-16.7pp | 282.51%-263.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,135 | $2,158-47.4% | $2,721-58.3% | $2,631-56.9% |
| Participant deferral / active EE | $2,393 | $3,030-21.0% | $4,175-42.7% | $4,212-43.2% |
| Admin fee / account holder | $499 | $4,863-89.7% | $5,349-90.7% | $7,344-93.2% |