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 | $28,791 | $115,770-75.1% | $101,248-71.6% | $158,922-81.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.98% | 56.14%-38.2pp | 46.47%-28.5pp | 302.83%-284.8pp |
| Employer contribution / active EE | $1,907 | $4,175-54.3% | $3,660-47.9% | $4,761-59.9% |
| Participant deferral / active EE | $3,129 | $4,957-36.9% | $4,370-28.4% | $5,982-47.7% |
| Admin fee / account holder | $1,174 | $7,245-83.8% | $5,945-80.3% | $11,246-89.6% |