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 | $51,109 | $99,918-48.8% | $81,382-37.2% | $145,922-65.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 14.39% | 34.32%-19.9pp | 24.73%-10.3pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,710 | $2,978-42.6% | $2,463-30.6% | $4,660-63.3% |
| Participant deferral / active EE | $2,651 | $4,605-42.4% | $3,883-31.7% | $6,688-60.4% |
| Admin fee / account holder | $1,773 | $8,212-78.4% | $5,768-69.3% | $13,397-86.8% |