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 | $39,227 | $96,484-59.3% | $75,886-48.3% | $152,861-74.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 23.33% | 33.98%-10.6pp | 30.76%-7.4pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,703 | $3,309-48.5% | $2,500-31.9% | $4,762-64.2% |
| Participant deferral / active EE | $4,991 | $4,553+9.6% | $3,603+38.5% | $5,850-14.7% |
| Admin fee / account holder | $388 | $8,078-95.2% | $5,418-92.8% | $11,596-96.7% |