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 | $36,727 | $89,355-58.9% | $141,162-74.0% | $72,985-49.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.26% | 111.85%-88.6pp | 71.39%-48.1pp | 81.00%-57.7pp |
| Employer contribution / active EE | $2,624 | $3,114-15.7% | $4,735-44.6% | $2,440+7.6% |
| Participant deferral / active EE | $4,116 | $5,418-24.0% | $6,709-38.6% | $3,607+14.1% |
| Admin fee / account holder | $2,411 | $5,958-59.5% | $10,261-76.5% | $5,124-52.9% |