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 | $35,374 | $102,616-65.5% | $81,983-56.9% | $158,922-77.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 14.14% | 61.04%-46.9pp | 41.31%-27.2pp | 302.83%-288.7pp |
| Employer contribution / active EE | $2,407 | $3,240-25.7% | $2,498-3.6% | $4,761-49.4% |
| Participant deferral / active EE | $3,459 | $4,648-25.6% | $3,722-7.1% | $5,982-42.2% |
| Admin fee / account holder | $647 | $8,235-92.1% | $5,664-88.6% | $11,246-94.2% |