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 | $28,131 | $112,096-74.9% | $95,952-70.7% | $158,922-82.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 9.44% | 171.09%-161.7pp | 91.61%-82.2pp | 302.83%-293.4pp |
| Employer contribution / active EE | $1,665 | $3,198-47.9% | $2,541-34.5% | $4,761-65.0% |
| Participant deferral / active EE | $3,769 | $4,784-21.2% | $4,167-9.6% | $5,982-37.0% |
| Admin fee / account holder | $9,096 | $10,130-10.2% | $6,795+33.9% | $11,246-19.1% |