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 | $9,853 | $102,966-90.4% | $90,281-89.1% | $152,861-93.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.76% | 95.16%-73.4pp | 78.10%-56.3pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,261 | $3,139-59.8% | $2,854-55.8% | $4,762-73.5% |
| Participant deferral / active EE | $1,192 | $4,281-72.2% | $3,885-69.3% | $5,850-79.6% |
| Admin fee / account holder | $343 | $6,171-94.4% | $5,351-93.6% | $11,596-97.0% |