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 | $54,228 | $99,652-45.6% | $78,778-31.2% | $147,584-63.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 8.63% | 47.28%-38.7pp | 35.62%-27.0pp | 578.55%-569.9pp |
| Employer contribution / active EE | $1,202 | $2,796-57.0% | $1,986-39.5% | $4,876-75.4% |
| Participant deferral / active EE | $1,202 | $3,664-67.2% | $2,958-59.4% | $5,439-77.9% |
| Admin fee / account holder | $954 | $7,155-86.7% | $5,134-81.4% | $10,885-91.2% |