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 | $33,670 | $114,381-70.6% | $107,525-68.7% | $142,382-76.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 25.16% | 242.71%-217.5pp | 181.32%-156.2pp | 217.08%-191.9pp |
| Employer contribution / active EE | $1,962 | $4,015-51.1% | $3,754-47.7% | $4,299-54.4% |
| Participant deferral / active EE | $5,246 | $5,564-5.7% | $5,116+2.6% | $6,507-19.4% |
| Admin fee / account holder | $2,017 | $9,860-79.5% | $8,919-77.4% | $12,624-84.0% |