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 | $28,634 | $91,037-68.5% | $71,671-60.0% | $147,584-80.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 13.14% | 20.48%-7.3pp | 20.65%-7.5pp | 578.55%-565.4pp |
| Employer contribution / active EE | $1,878 | $3,327-43.6% | $2,460-23.7% | $4,876-61.5% |
| Participant deferral / active EE | $7,590 | $4,498+68.7% | $3,438+120.8% | $5,439+39.6% |
| Admin fee / account holder | $4,351 | $8,613-49.5% | $5,558-21.7% | $10,885-60.0% |