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 | $20,624 | $91,037-77.3% | $71,671-71.2% | $147,584-86.0% |
| Participation rate | 75.0% | 76.1%-1.1pp | 68.7%+6.3pp | 82.8%-7.8pp |
| Annual return | 56.47% | 20.48%+36.0pp | 20.65%+35.8pp | 578.55%-522.1pp |
| Employer contribution / active EE | $2,714 | $3,327-18.4% | $2,460+10.3% | $4,876-44.3% |
| Participant deferral / active EE | $4,048 | $4,498-10.0% | $3,438+17.7% | $5,439-25.6% |
| Admin fee / account holder | $1,014 | $8,613-88.2% | $5,558-81.8% | $10,885-90.7% |