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 | $35,065 | $85,202-58.8% | $172,739-79.7% | $72,985-52.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 27.25% | 27.32%-0.1pp | 802.84%-775.6pp | 81.00%-53.8pp |
| Employer contribution / active EE | $647 | $3,324-80.5% | $5,143-87.4% | $2,440-73.5% |
| Participant deferral / active EE | $9,466 | $3,260+190.4% | $5,198+82.1% | $3,607+162.4% |
| Admin fee / account holder | $4,825 | $5,884-18.0% | $13,954-65.4% | $5,124-5.8% |