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 | $21,592 | $102,616-79.0% | $81,983-73.7% | $158,922-86.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 11.14% | 61.04%-49.9pp | 41.31%-30.2pp | 302.83%-291.7pp |
| Employer contribution / active EE | $5,707 | $3,240+76.2% | $2,498+128.5% | $4,761+19.9% |
| Participant deferral / active EE | $5,279 | $4,648+13.6% | $3,722+41.8% | $5,982-11.8% |
| Admin fee / account holder | $1,515 | $8,235-81.6% | $5,664-73.3% | $11,246-86.5% |