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 | $39,533 | $93,346-57.6% | $71,796-44.9% | $273,961-85.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 5.96% | 130.39%-124.4pp | 78.04%-72.1pp | 41.45%-35.5pp |
| Employer contribution / active EE | $2,564 | $2,733-6.2% | $1,924+33.2% | $4,869-47.3% |
| Participant deferral / active EE | $2,351 | $3,475-32.3% | $2,794-15.9% | $5,287-55.5% |
| Admin fee / account holder | $430 | $6,571-93.5% | $4,815-91.1% | $10,132-95.8% |