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 | $23,985 | $115,770-79.3% | $101,248-76.3% | $158,922-84.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.05% | 56.14%-37.1pp | 46.47%-27.4pp | 302.83%-283.8pp |
| Employer contribution / active EE | $2,500 | $4,175-40.1% | $3,660-31.7% | $4,761-47.5% |
| Participant deferral / active EE | $3,916 | $4,957-21.0% | $4,370-10.4% | $5,982-34.5% |
| Admin fee / account holder | $894 | $7,245-87.7% | $5,945-85.0% | $11,246-92.1% |