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 | $34,850 | $110,502-68.5% | $80,716-56.8% | $167,490-79.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 14.37% | 120.54%-106.2pp | 87.28%-72.9pp | 478.56%-464.2pp |
| Employer contribution / active EE | $1,935 | $1,543+25.4% | $1,160+66.8% | $4,837-60.0% |
| Participant deferral / active EE | $5,643 | $2,871+96.6% | $2,146+163.0% | $6,341-11.0% |
| Admin fee / account holder | $1,955 | $4,545-57.0% | $3,380-42.2% | $12,309-84.1% |