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 | $18,659 | $115,882-83.9% | $100,516-81.4% | $158,922-88.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 11.39% | 34.79%-23.4pp | 30.89%-19.5pp | 302.83%-291.4pp |
| Employer contribution / active EE | $7,011 | $4,103+70.9% | $3,418+105.2% | $4,761+47.3% |
| Participant deferral / active EE | $5,605 | $6,674-16.0% | $6,270-10.6% | $5,982-6.3% |
| Admin fee / account holder | $4,717 | $10,995-57.1% | $8,081-41.6% | $11,246-58.1% |