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 | $19,062 | $95,416-80.0% | $185,823-89.7% | $85,850-77.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.66% | 23.59%-11.9pp | 122.05%-110.4pp | 318.53%-306.9pp |
| Employer contribution / active EE | $6,210 | $3,314+87.4% | $5,167+20.2% | $2,565+142.1% |
| Participant deferral / active EE | $3,035 | $3,423-11.4% | $5,568-45.5% | $3,952-23.2% |
| Admin fee / account holder | $2,216 | $7,213-69.3% | $16,237-86.4% | $6,260-64.6% |