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 | $35,050 | $81,632-57.1% | $70,449-50.2% | $158,922-77.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 14.95% | 208.40%-193.5pp | 109.03%-94.1pp | 302.83%-287.9pp |
| Employer contribution / active EE | $2,556 | $3,217-20.6% | $2,737-6.6% | $4,761-46.3% |
| Participant deferral / active EE | $8,488 | $4,554+86.4% | $3,709+128.9% | $5,982+41.9% |
| Admin fee / account holder | $1,384 | $6,193-77.6% | $3,845-64.0% | $11,246-87.7% |