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 | $41,964 | $99,652-57.9% | $78,778-46.7% | $147,584-71.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 18.30% | 47.28%-29.0pp | 35.62%-17.3pp | 578.55%-560.3pp |
| Employer contribution / active EE | $1,598 | $2,796-42.9% | $1,986-19.5% | $4,876-67.2% |
| Participant deferral / active EE | $3,023 | $3,664-17.5% | $2,958+2.2% | $5,439-44.4% |
| Admin fee / account holder | $659 | $7,155-90.8% | $5,134-87.2% | $10,885-93.9% |