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 | $30,480 | $106,890-71.5% | $84,015-63.7% | $152,861-80.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 15.94% | 104.99%-89.0pp | 71.31%-55.4pp | 345.32%-329.4pp |
| Employer contribution / active EE | $6,943 | $2,734+153.9% | $1,983+250.1% | $4,762+45.8% |
| Participant deferral / active EE | $4,301 | $4,011+7.2% | $3,239+32.8% | $5,850-26.5% |
| Admin fee / account holder | $1,519 | $8,285-81.7% | $6,101-75.1% | $11,596-86.9% |