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 | $28,753 | $100,901-71.5% | $75,670-62.0% | $147,584-80.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 18.28% | 35.78%-17.5pp | 27.34%-9.1pp | 578.55%-560.3pp |
| Employer contribution / active EE | $1,956 | $3,253-39.9% | $2,352-16.8% | $4,876-59.9% |
| Participant deferral / active EE | $2,874 | $4,027-28.6% | $3,142-8.5% | $5,439-47.2% |
| Admin fee / account holder | $707 | $11,285-93.7% | $5,800-87.8% | $10,885-93.5% |