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 | $27,104 | $91,037-70.2% | $71,671-62.2% | $147,584-81.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 10.59% | 20.48%-9.9pp | 20.65%-10.1pp | 578.55%-568.0pp |
| Employer contribution / active EE | $649 | $3,327-80.5% | $2,460-73.6% | $4,876-86.7% |
| Participant deferral / active EE | $1,243 | $4,498-72.4% | $3,438-63.8% | $5,439-77.1% |
| Admin fee / account holder | $3,267 | $8,613-62.1% | $5,558-41.2% | $10,885-70.0% |