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 | $32,511 | $91,037-64.3% | $71,671-54.6% | $147,584-78.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 13.10% | 20.48%-7.4pp | 20.65%-7.5pp | 578.55%-565.4pp |
| Employer contribution / active EE | $1,515 | $3,327-54.5% | $2,460-38.4% | $4,876-68.9% |
| Participant deferral / active EE | $3,640 | $4,498-19.1% | $3,438+5.9% | $5,439-33.1% |
| Admin fee / account holder | $3,078 | $8,613-64.3% | $5,558-44.6% | $10,885-71.7% |