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 | $25,515 | $96,484-73.6% | $75,886-66.4% | $152,861-83.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 23.72% | 33.98%-10.3pp | 30.76%-7.0pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,964 | $3,309-40.7% | $2,500-21.5% | $4,762-58.8% |
| Participant deferral / active EE | $5,059 | $4,553+11.1% | $3,603+40.4% | $5,850-13.5% |
| Admin fee / account holder | $445 | $8,078-94.5% | $5,418-91.8% | $11,596-96.2% |