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 | $14,783 | $109,327-86.5% | $89,391-83.5% | $158,922-90.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 19.28% | 345.68%-326.4pp | 245.62%-226.3pp | 302.83%-283.5pp |
| Employer contribution / active EE | $1,236 | $3,170-61.0% | $2,586-52.2% | $4,761-74.0% |
| Participant deferral / active EE | $4,189 | $4,598-8.9% | $3,890+7.7% | $5,982-30.0% |
| Admin fee / account holder | $3,795 | $6,153-38.3% | $4,881-22.3% | $11,246-66.3% |