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 | $33,632 | $89,355-62.4% | $141,162-76.2% | $72,985-53.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.39% | 111.85%-87.5pp | 71.39%-47.0pp | 81.00%-56.6pp |
| Employer contribution / active EE | $3,450 | $3,114+10.8% | $4,735-27.1% | $2,440+41.4% |
| Participant deferral / active EE | $4,222 | $5,418-22.1% | $6,709-37.1% | $3,607+17.0% |
| Admin fee / account holder | $3,772 | $5,958-36.7% | $10,261-63.2% | $5,124-26.4% |