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 | $59,343 | $102,547-42.1% | $78,210-24.1% | $147,584-59.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 14.80% | 51.08%-36.3pp | 40.90%-26.1pp | 578.55%-563.7pp |
| Employer contribution / active EE | $998 | $2,617-61.9% | $2,034-50.9% | $4,876-79.5% |
| Participant deferral / active EE | $4,912 | $3,481+41.1% | $2,823+74.0% | $5,439-9.7% |
| Admin fee / account holder | $2,730 | $5,059-46.0% | $3,758-27.4% | $10,885-74.9% |