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 | $28,982 | $116,175-75.1% | $93,606-69.0% | $152,861-81.0% |
| Participation rate | 87.0% | 78.0%+8.9pp | 75.8%+11.1pp | 82.4%+4.5pp |
| Annual return | 21.47% | 35.96%-14.5pp | 32.76%-11.3pp | 345.32%-323.8pp |
| Employer contribution / active EE | $1,315 | $3,218-59.2% | $2,718-51.6% | $4,762-72.4% |
| Participant deferral / active EE | $3,942 | $4,603-14.4% | $4,069-3.1% | $5,850-32.6% |
| Admin fee / account holder | $438 | $10,748-95.9% | $7,888-94.4% | $11,596-96.2% |