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 | $59,659 | $105,859-43.6% | $90,160-33.8% | $147,584-59.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.68% | 37.63%-22.9pp | 34.88%-20.2pp | 578.55%-563.9pp |
| Employer contribution / active EE | $2,796 | $4,126-32.2% | $3,318-15.7% | $4,876-42.7% |
| Participant deferral / active EE | $3,589 | $5,733-37.4% | $5,288-32.1% | $5,439-34.0% |
| Admin fee / account holder | $538 | $8,046-93.3% | $5,943-90.9% | $10,885-95.1% |