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 | $33,729 | $106,890-68.4% | $84,015-59.9% | $152,861-77.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 11.31% | 104.99%-93.7pp | 71.31%-60.0pp | 345.32%-334.0pp |
| Employer contribution / active EE | $1,398 | $2,734-48.9% | $1,983-29.5% | $4,762-70.6% |
| Participant deferral / active EE | $3,813 | $4,011-4.9% | $3,239+17.7% | $5,850-34.8% |
| Admin fee / account holder | $349 | $8,285-95.8% | $6,101-94.3% | $11,596-97.0% |