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 | $21,070 | $95,416-77.9% | $185,823-88.7% | $85,850-75.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 25.10% | 23.59%+1.5pp | 122.05%-97.0pp | 318.53%-293.4pp |
| Employer contribution / active EE | $2,807 | $3,314-15.3% | $5,167-45.7% | $2,565+9.4% |
| Participant deferral / active EE | $1,597 | $3,423-53.4% | $5,568-71.3% | $3,952-59.6% |
| Admin fee / account holder | $2,314 | $7,213-67.9% | $16,237-85.7% | $6,260-63.0% |