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 | $27,822 | $106,890-74.0% | $84,015-66.9% | $152,861-81.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 22.65% | 104.99%-82.3pp | 71.31%-48.7pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,359 | $2,734-50.3% | $1,983-31.5% | $4,762-71.5% |
| Participant deferral / active EE | $2,651 | $4,011-33.9% | $3,239-18.1% | $5,850-54.7% |
| Admin fee / account holder | $1,203 | $8,285-85.5% | $6,101-80.3% | $11,596-89.6% |