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 | $68,377 | $98,240-30.4% | $82,313-16.9% | $147,584-53.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.68% | 30.85%-11.2pp | 25.88%-6.2pp | 578.55%-558.9pp |
| Employer contribution / active EE | $1,290 | $3,192-59.6% | $2,428-46.9% | $4,876-73.5% |
| Participant deferral / active EE | $2,105 | $4,383-52.0% | $3,706-43.2% | $5,439-61.3% |
| Admin fee / account holder | $479 | $8,563-94.4% | $5,608-91.5% | $10,885-95.6% |