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 | $15,007 | $50,082-70.0% | $93,406-83.9% | $79,858-81.2% |
| Participation rate | 97.5% | 60.9%+36.6pp | 66.8%+30.7pp | 69.6%+27.9pp |
| Annual return | 12.81% | 24.59%-11.8pp | 78.05%-65.2pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,690 | $1,303+29.7% | $2,075-18.6% | $2,471-31.6% |
| Participant deferral / active EE | $2,474 | $2,212+11.8% | $3,126-20.9% | $3,740-33.9% |
| Admin fee / account holder | $1,042 | $3,454-69.8% | $5,230-80.1% | $5,306-80.4% |