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 | $30,152 | $101,069-70.2% | $81,478-63.0% | $147,584-79.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 22.64% | 32.40%-9.8pp | 38.78%-16.1pp | 578.55%-555.9pp |
| Employer contribution / active EE | $9,968 | $3,205+211.0% | $2,568+288.2% | $4,876+104.4% |
| Participant deferral / active EE | $12,934 | $4,242+204.9% | $3,537+265.7% | $5,439+137.8% |
| Admin fee / account holder | $392 | $5,812-93.3% | $4,561-91.4% | $10,885-96.4% |