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 | $28,846 | $99,652-71.1% | $78,778-63.4% | $147,584-80.5% |
| Participation rate | 78.6% | 76.2%+2.3pp | 69.2%+9.4pp | 82.8%-4.3pp |
| Annual return | 13.01% | 47.28%-34.3pp | 35.62%-22.6pp | 578.55%-565.5pp |
| Employer contribution / active EE | $1,114 | $2,796-60.1% | $1,986-43.9% | $4,876-77.2% |
| Participant deferral / active EE | $1,739 | $3,664-52.5% | $2,958-41.2% | $5,439-68.0% |
| Admin fee / account holder | $6,278 | $7,155-12.3% | $5,134+22.3% | $10,885-42.3% |