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 | $18,837 | $81,625-76.9% | $58,482-67.8% | $139,434-86.5% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 11.04% | 7404.20%-7393.2pp | 4239.32%-4228.3pp | 372.94%-361.9pp |
| Employer contribution / active EE | $806 | $1,398-42.3% | $1,053-23.4% | $4,751-83.0% |
| Participant deferral / active EE | $2,111 | $2,557-17.4% | $1,924+9.7% | $6,710-68.5% |
| Admin fee / account holder | $1,257 | $3,265-61.5% | $2,516-50.1% | $11,403-89.0% |