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 | $54,292 | $64,839-16.3% | $95,585-43.2% | $84,808-36.0% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 17.45% | -670.96%+688.4pp | 38.56%-21.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $505 | $1,759-71.3% | $2,527-80.0% | $2,631-80.8% |
| Participant deferral / active EE | $4,603 | $2,965+55.2% | $4,023+14.4% | $4,212+9.3% |
| Admin fee / account holder | $7,561 | $5,964+26.8% | $6,127+23.4% | $7,344+3.0% |