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 | $41,303 | $118,450-65.1% | $98,439-58.0% | $139,434-70.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 10.01% | 18.94%-8.9pp | 21.16%-11.2pp | 372.94%-362.9pp |
| Employer contribution / active EE | $1,305 | $3,609-63.8% | $3,048-57.2% | $4,751-72.5% |
| Participant deferral / active EE | $3,291 | $5,392-39.0% | $4,738-30.5% | $6,710-51.0% |
| Admin fee / account holder | $1,146 | $14,026-91.8% | $8,948-87.2% | $11,403-90.0% |