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 | $25,814 | $112,096-77.0% | $95,952-73.1% | $158,922-83.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 27.27% | 171.09%-143.8pp | 91.61%-64.3pp | 302.83%-275.6pp |
| Employer contribution / active EE | $2,636 | $3,198-17.6% | $2,541+3.7% | $4,761-44.6% |
| Participant deferral / active EE | $4,784 | $4,7840% | $4,167+14.8% | $5,982-20.0% |
| Admin fee / account holder | $2,918 | $10,130-71.2% | $6,795-57.1% | $11,246-74.0% |