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 | $33,832 | $96,484-64.9% | $75,886-55.4% | $152,861-77.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 13.37% | 33.98%-20.6pp | 30.76%-17.4pp | 345.32%-331.9pp |
| Employer contribution / active EE | $2,290 | $3,309-30.8% | $2,500-8.4% | $4,762-51.9% |
| Participant deferral / active EE | $3,166 | $4,553-30.5% | $3,603-12.1% | $5,850-45.9% |
| Admin fee / account holder | $1,396 | $8,078-82.7% | $5,418-74.2% | $11,596-88.0% |