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 | $29,007 | $49,173-41.0% | $121,098-76.0% | $75,163-61.4% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 16.91% | 55.99%-39.1pp | 985.75%-968.8pp | 160.62%-143.7pp |
| Employer contribution / active EE | $921 | $1,546-40.4% | $4,164-77.9% | $2,670-65.5% |
| Participant deferral / active EE | $2,073 | $2,628-21.1% | $4,080-49.2% | $4,125-49.8% |
| Admin fee / account holder | $354 | $3,942-91.0% | $5,644-93.7% | $5,651-93.7% |