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 | $20,878 | $102,966-79.7% | $90,281-76.9% | $152,861-86.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.09% | 95.16%-75.1pp | 78.10%-58.0pp | 345.32%-325.2pp |
| Employer contribution / active EE | $3,505 | $3,139+11.7% | $2,854+22.8% | $4,762-26.4% |
| Participant deferral / active EE | $785 | $4,281-81.7% | $3,885-79.8% | $5,850-86.6% |
| Admin fee / account holder | $695 | $6,171-88.7% | $5,351-87.0% | $11,596-94.0% |