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 | $32,678 | $99,652-67.2% | $78,778-58.5% | $147,584-77.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 13.80% | 47.28%-33.5pp | 35.62%-21.8pp | 578.55%-564.8pp |
| Employer contribution / active EE | $1,409 | $2,796-49.6% | $1,986-29.0% | $4,876-71.1% |
| Participant deferral / active EE | $4,301 | $3,664+17.4% | $2,958+45.4% | $5,439-20.9% |
| Admin fee / account holder | $301 | $7,155-95.8% | $5,134-94.1% | $10,885-97.2% |