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 | $12,560 | $110,502-88.6% | $80,716-84.4% | $167,490-92.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 13.93% | 120.54%-106.6pp | 87.28%-73.3pp | 478.56%-464.6pp |
| Employer contribution / active EE | $568 | $1,543-63.2% | $1,160-51.0% | $4,837-88.3% |
| Participant deferral / active EE | $6,350 | $2,871+121.2% | $2,146+196.0% | $6,341+0.1% |
| Admin fee / account holder | $1,983 | $4,545-56.4% | $3,380-41.3% | $12,309-83.9% |