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 | $22,347 | $106,890-79.1% | $84,015-73.4% | $152,861-85.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 11.93% | 104.99%-93.1pp | 71.31%-59.4pp | 345.32%-333.4pp |
| Employer contribution / active EE | $710 | $2,734-74.0% | $1,983-64.2% | $4,762-85.1% |
| Participant deferral / active EE | $1,211 | $4,011-69.8% | $3,239-62.6% | $5,850-79.3% |
| Admin fee / account holder | $921 | $8,285-88.9% | $6,101-84.9% | $11,596-92.1% |