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 | $32,240 | $102,966-68.7% | $90,281-64.3% | $152,861-78.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 26.60% | 95.16%-68.6pp | 78.10%-51.5pp | 345.32%-318.7pp |
| Employer contribution / active EE | $1,802 | $3,139-42.6% | $2,854-36.9% | $4,762-62.2% |
| Participant deferral / active EE | $2,469 | $4,281-42.3% | $3,885-36.5% | $5,850-57.8% |
| Admin fee / account holder | $1,301 | $6,171-78.9% | $5,351-75.7% | $11,596-88.8% |