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 | $73,635 | $115,708-36.4% | $65,255+12.8% | $139,434-47.2% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 15.85% | 31.19%-15.3pp | 47.35%-31.5pp | 372.94%-357.1pp |
| Employer contribution / active EE | $600 | $2,599-76.9% | $1,691-64.5% | $4,751-87.4% |
| Participant deferral / active EE | $2,883 | $4,240-32.0% | $2,831+1.8% | $6,710-57.0% |
| Admin fee / account holder | $444 | $6,698-93.4% | $4,112-89.2% | $11,403-96.1% |