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 | $21,612 | $103,376-79.1% | $87,100-75.2% | $152,861-85.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 19.24% | 28.10%-8.9pp | 28.19%-8.9pp | 345.32%-326.1pp |
| Employer contribution / active EE | $2,364 | $3,220-26.6% | $2,521-6.2% | $4,762-50.4% |
| Participant deferral / active EE | $3,136 | $4,778-34.4% | $4,049-22.5% | $5,850-46.4% |
| Admin fee / account holder | $1,556 | $12,205-87.3% | $7,497-79.2% | $11,596-86.6% |