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 | $34,160 | $108,642-68.6% | $74,701-54.3% | $152,861-77.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 2.64% | 114.06%-111.4pp | 752.92%-750.3pp | 345.32%-342.7pp |
| Employer contribution / active EE | $1,135 | $1,503-24.5% | $1,084+4.8% | $4,762-76.2% |
| Participant deferral / active EE | $631 | $2,712-76.8% | $1,964-67.9% | $5,850-89.2% |
| Admin fee / account holder | $803 | $4,902-83.6% | $3,333-75.9% | $11,596-93.1% |