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 | $22,500 | $106,890-79.0% | $84,015-73.2% | $152,861-85.3% |
| Participation rate | 91.7% | 75.2%+16.4pp | 69.0%+22.7pp | 82.4%+9.2pp |
| Annual return | 19.66% | 104.99%-85.3pp | 71.31%-51.6pp | 345.32%-325.7pp |
| Employer contribution / active EE | $1,085 | $2,734-60.3% | $1,983-45.3% | $4,762-77.2% |
| Participant deferral / active EE | $1,932 | $4,011-51.8% | $3,239-40.3% | $5,850-67.0% |
| Admin fee / account holder | $1,796 | $8,285-78.3% | $6,101-70.6% | $11,596-84.5% |