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 | $28,209 | $133,958-78.9% | $112,228-74.9% | $134,475-79.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.20% | 47.11%-60.3pp | 27.45%-40.7pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,368 | $4,038-66.1% | $3,635-62.4% | $4,740-71.1% |
| Participant deferral / active EE | $1,803 | $5,291-65.9% | $4,728-61.9% | $6,400-71.8% |
| Admin fee / account holder | $1,994 | $7,489-73.4% | $6,410-68.9% | $11,426-82.5% |