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 | $25,469 | $77,899-67.3% | $149,673-83.0% | $75,163-66.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 20.64% | 31.72%-11.1pp | 134.42%-113.8pp | 160.62%-140.0pp |
| Employer contribution / active EE | $2,694 | $3,137-14.1% | $4,818-44.1% | $2,670+0.9% |
| Participant deferral / active EE | $3,575 | $3,411+4.8% | $5,680-37.1% | $4,125-13.3% |
| Admin fee / account holder | $646 | $5,956-89.2% | $13,210-95.1% | $5,651-88.6% |