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 | $38,268 | $99,652-61.6% | $78,778-51.4% | $147,584-74.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 18.77% | 47.28%-28.5pp | 35.62%-16.8pp | 578.55%-559.8pp |
| Employer contribution / active EE | $5,926 | $2,796+112.0% | $1,986+198.4% | $4,876+21.5% |
| Participant deferral / active EE | $3,774 | $3,664+3.0% | $2,958+27.6% | $5,439-30.6% |
| Admin fee / account holder | $607 | $7,155-91.5% | $5,134-88.2% | $10,885-94.4% |