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 | $17,180 | $102,966-83.3% | $90,281-81.0% | $152,861-88.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.32% | 95.16%-75.8pp | 78.10%-58.8pp | 345.32%-326.0pp |
| Employer contribution / active EE | $4,015 | $3,139+27.9% | $2,854+40.7% | $4,762-15.7% |
| Participant deferral / active EE | $3,725 | $4,281-13.0% | $3,885-4.1% | $5,850-36.3% |
| Admin fee / account holder | $567 | $6,171-90.8% | $5,351-89.4% | $11,596-95.1% |