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 | $51,058 | $65,395-21.9% | $182,532-72.0% | $72,985-30.0% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 26.47% | 27.68%-1.2pp | 148.54%-122.1pp | 81.00%-54.5pp |
| Employer contribution / active EE | $500 | $1,911-73.8% | $4,076-87.7% | $2,440-79.5% |
| Participant deferral / active EE | $3,606 | $3,563+1.2% | $5,524-34.7% | $3,6070% |
| Admin fee / account holder | $577 | $4,245-86.4% | $8,592-93.3% | $5,124-88.7% |