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 | $29,031 | $118,849-75.6% | $96,562-69.9% | $167,490-82.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 24.45% | 50.49%-26.0pp | 37.78%-13.3pp | 478.56%-454.1pp |
| Employer contribution / active EE | $1,667 | $3,120-46.6% | $2,356-29.3% | $4,837-65.5% |
| Participant deferral / active EE | $0 | $4,616-100.0% | $3,849-100.0% | $6,341-100.0% |
| Admin fee / account holder | $962 | $8,065-88.1% | $6,181-84.4% | $12,309-92.2% |