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 | $37,246 | $103,949-64.2% | $69,182-46.2% | $273,961-86.4% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 4.55% | 35.28%-30.7pp | -21.93%+26.5pp | 41.45%-36.9pp |
| Employer contribution / active EE | $6,228 | $1,783+249.3% | $1,206+416.3% | $4,869+27.9% |
| Participant deferral / active EE | $932 | $2,716-65.7% | $1,897-50.9% | $5,287-82.4% |
| Admin fee / account holder | $8,516 | $3,671+132.0% | $2,697+215.8% | $10,132-15.9% |