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 | $16,950 | $51,604-67.2% | $129,295-86.9% | $80,874-79.0% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 15.05% | 20.76%-5.7pp | 9429.28%-9414.2pp | 35.62%-20.6pp |
| Employer contribution / active EE | $1,852 | $1,585+16.9% | $4,157-55.5% | $2,756-32.8% |
| Participant deferral / active EE | $1,849 | $2,670-30.8% | $4,169-55.6% | $4,297-57.0% |
| Admin fee / account holder | $1,972 | $4,310-54.2% | $7,665-74.3% | $6,935-71.6% |