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 | $28,125 | $70,669-60.2% | $169,368-83.4% | $75,163-62.6% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 19.51% | 36.36%-16.9pp | 405.60%-386.1pp | 160.62%-141.1pp |
| Employer contribution / active EE | $1,723 | $2,211-22.0% | $4,013-57.1% | $2,670-35.5% |
| Participant deferral / active EE | $2,699 | $4,311-37.4% | $6,221-56.6% | $4,125-34.6% |
| Admin fee / account holder | $2,134 | $5,402-60.5% | $9,003-76.3% | $5,651-62.2% |