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 | $39,006 | $69,207-43.6% | $64,056-39.1% | $139,434-72.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.51% | 45.88%-27.4pp | 33.69%-15.2pp | 372.94%-354.4pp |
| Employer contribution / active EE | $1,159 | $3,182-63.6% | $2,747-57.8% | $4,751-75.6% |
| Participant deferral / active EE | $4,098 | $4,682-12.5% | $3,880+5.6% | $6,710-38.9% |
| Admin fee / account holder | $2,016 | $4,244-52.5% | $3,068-34.3% | $11,403-82.3% |