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 | $35,990 | $99,652-63.9% | $78,778-54.3% | $147,584-75.6% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.2%+10.8pp | 82.8%-2.8pp |
| Annual return | 15.75% | 47.28%-31.5pp | 35.62%-19.9pp | 578.55%-562.8pp |
| Employer contribution / active EE | $1,000 | $2,796-64.2% | $1,986-49.6% | $4,876-79.5% |
| Participant deferral / active EE | $887 | $3,664-75.8% | $2,958-70.0% | $5,439-83.7% |
| Admin fee / account holder | $11,288 | $7,155+57.8% | $5,134+119.9% | $10,885+3.7% |