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 | $17,349 | $52,380-66.9% | $98,755-82.4% | $85,850-79.8% |
| Participation rate | 100.0% | 58.0%+42.0pp | 65.7%+34.3pp | 69.3%+30.7pp |
| Annual return | 12.44% | 25.82%-13.4pp | 49.91%-37.5pp | 318.53%-306.1pp |
| Employer contribution / active EE | $3,862 | $1,337+188.7% | $2,067+86.8% | $2,565+50.5% |
| Participant deferral / active EE | $1,705 | $2,101-18.8% | $3,035-43.8% | $3,952-56.9% |
| Admin fee / account holder | $507 | $3,865-86.9% | $4,076-87.6% | $6,260-91.9% |