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 | $42,193 | $99,652-57.7% | $78,778-46.4% | $147,584-71.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 15.22% | 47.28%-32.1pp | 35.62%-20.4pp | 578.55%-563.3pp |
| Employer contribution / active EE | $2,574 | $2,796-7.9% | $1,986+29.6% | $4,876-47.2% |
| Participant deferral / active EE | $6,545 | $3,664+78.7% | $2,958+121.3% | $5,439+20.3% |
| Admin fee / account holder | $373 | $7,155-94.8% | $5,134-92.7% | $10,885-96.6% |