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 | $39,557 | $110,809-64.3% | $86,874-54.5% | $167,490-76.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 13.40% | 116.98%-103.6pp | 63.52%-50.1pp | 478.56%-465.2pp |
| Employer contribution / active EE | $1,623 | $3,244-50.0% | $2,495-35.0% | $4,837-66.5% |
| Participant deferral / active EE | $4,122 | $4,546-9.3% | $3,699+11.4% | $6,341-35.0% |
| Admin fee / account holder | $4,526 | $8,415-46.2% | $5,828-22.3% | $12,309-63.2% |