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 | $39,554 | $117,841-66.4% | $102,423-61.4% | $145,922-72.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.28% | 31.65%-21.4pp | 29.32%-19.0pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,203 | $3,615-66.7% | $3,023-60.2% | $4,660-74.2% |
| Participant deferral / active EE | $2,237 | $5,731-61.0% | $5,053-55.7% | $6,688-66.5% |
| Admin fee / account holder | $581 | $13,326-95.6% | $9,451-93.9% | $13,397-95.7% |