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 | $18,064 | $54,705-67.0% | $71,209-74.6% | $84,808-78.7% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 26.87% | 35.90%-9.0pp | 282.51%-255.6pp | 40.90%-14.0pp |
| Employer contribution / active EE | $5,041 | $2,158+133.6% | $2,721+85.3% | $2,631+91.6% |
| Participant deferral / active EE | $2,575 | $3,030-15.0% | $4,175-38.3% | $4,212-38.9% |
| Admin fee / account holder | $599 | $4,863-87.7% | $5,349-88.8% | $7,344-91.8% |