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 | $35,841 | $98,240-63.5% | $82,313-56.5% | $147,584-75.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.03% | 30.85%-14.8pp | 25.88%-9.8pp | 578.55%-562.5pp |
| Employer contribution / active EE | $2,001 | $3,192-37.3% | $2,428-17.6% | $4,876-59.0% |
| Participant deferral / active EE | $4,292 | $4,383-2.1% | $3,706+15.8% | $5,439-21.1% |
| Admin fee / account holder | $608 | $8,563-92.9% | $5,608-89.2% | $10,885-94.4% |