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 | $35,488 | $118,849-70.1% | $96,562-63.2% | $167,490-78.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 9.32% | 50.49%-41.2pp | 37.78%-28.5pp | 478.56%-469.2pp |
| Employer contribution / active EE | $2,319 | $3,120-25.7% | $2,356-1.6% | $4,837-52.1% |
| Participant deferral / active EE | $10,269 | $4,616+122.5% | $3,849+166.8% | $6,341+61.9% |
| Admin fee / account holder | $1,808 | $8,065-77.6% | $6,181-70.8% | $12,309-85.3% |