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 | $13,831 | $107,015-87.1% | $73,545-81.2% | $147,584-90.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 8.66% | 38.25%-29.6pp | -15.16%+23.8pp | 578.55%-569.9pp |
| Employer contribution / active EE | $2,254 | $1,760+28.1% | $1,219+84.9% | $4,876-53.8% |
| Participant deferral / active EE | $3,932 | $2,462+59.7% | $1,806+117.7% | $5,439-27.7% |
| Admin fee / account holder | $6,246 | $3,055+104.5% | $2,320+169.3% | $10,885-42.6% |