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 | $25,078 | $99,652-74.8% | $78,778-68.2% | $147,584-83.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 16.88% | 47.28%-30.4pp | 35.62%-18.7pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,333 | $2,796-52.3% | $1,986-32.9% | $4,876-72.7% |
| Participant deferral / active EE | $1,382 | $3,664-62.3% | $2,958-53.3% | $5,439-74.6% |
| Admin fee / account holder | $2,193 | $7,155-69.3% | $5,134-57.3% | $10,885-79.8% |