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 | $24,579 | $99,918-75.4% | $81,382-69.8% | $145,922-83.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.27% | 34.32%-19.0pp | 24.73%-9.5pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,345 | $2,978-54.8% | $2,463-45.4% | $4,660-71.1% |
| Participant deferral / active EE | $2,869 | $4,605-37.7% | $3,883-26.1% | $6,688-57.1% |
| Admin fee / account holder | $551 | $8,212-93.3% | $5,768-90.5% | $13,397-95.9% |