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 | $48,693 | $67,331-27.7% | $60,874-20.0% | $134,475-63.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | 2.27% | 49.93%-47.7pp | 16.90%-14.6pp | 417.96%-415.7pp |
| Employer contribution / active EE | $1,117 | $3,096-63.9% | $2,701-58.6% | $4,740-76.4% |
| Participant deferral / active EE | $1,062 | $4,538-76.6% | $3,817-72.2% | $6,400-83.4% |
| Admin fee / account holder | $803 | $4,582-82.5% | $3,224-75.1% | $11,426-93.0% |