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 | $28,750 | $99,652-71.1% | $78,778-63.5% | $147,584-80.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 15.07% | 47.28%-32.2pp | 35.62%-20.6pp | 578.55%-563.5pp |
| Employer contribution / active EE | $1,813 | $2,796-35.1% | $1,986-8.7% | $4,876-62.8% |
| Participant deferral / active EE | $1,889 | $3,664-48.4% | $2,958-36.2% | $5,439-65.3% |
| Admin fee / account holder | $4,002 | $7,155-44.1% | $5,134-22.0% | $10,885-63.2% |