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 | $59,963 | $108,172-44.6% | $77,482-22.6% | $158,922-62.3% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 13.23% | 31.67%-18.4pp | 54.79%-41.6pp | 302.83%-289.6pp |
| Employer contribution / active EE | $2,383 | $1,325+79.8% | $986+141.5% | $4,761-50.0% |
| Participant deferral / active EE | $7,703 | $2,456+213.6% | $1,861+313.9% | $5,982+28.8% |
| Admin fee / account holder | $1,239 | $3,708-66.6% | $2,858-56.6% | $11,246-89.0% |