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 | $24,475 | $154,117-84.1% | $129,995-81.2% | $139,434-82.4% |
| Participation rate | 95.0% | 82.0%+13.0pp | 78.5%+16.5pp | 80.3%+14.7pp |
| Annual return | 13.03% | 32.48%-19.4pp | -137.18%+150.2pp | 372.94%-359.9pp |
| Employer contribution / active EE | $1,411 | $5,289-73.3% | $4,320-67.3% | $4,751-70.3% |
| Participant deferral / active EE | $2,823 | $6,710-57.9% | $5,820-51.5% | $6,710-57.9% |
| Admin fee / account holder | $725 | $14,007-94.8% | $10,614-93.2% | $11,403-93.6% |