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 | $18,496 | $99,918-81.5% | $81,382-77.3% | $145,922-87.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.14% | 34.32%-24.2pp | 24.73%-14.6pp | 561.29%-551.1pp |
| Employer contribution / active EE | $6,693 | $2,978+124.8% | $2,463+171.8% | $4,660+43.6% |
| Participant deferral / active EE | $3,440 | $4,605-25.3% | $3,883-11.4% | $6,688-48.6% |
| Admin fee / account holder | $2,076 | $8,212-74.7% | $5,768-64.0% | $13,397-84.5% |