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 | $24,831 | $99,079-74.9% | $77,999-68.2% | $273,961-90.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 5.62% | 217.93%-212.3pp | 425.96%-420.3pp | 41.45%-35.8pp |
| Employer contribution / active EE | $1,761 | $3,308-46.8% | $2,470-28.7% | $4,869-63.8% |
| Participant deferral / active EE | $5,424 | $4,306+26.0% | $3,497+55.1% | $5,287+2.6% |
| Admin fee / account holder | $1,627 | $8,954-81.8% | $5,480-70.3% | $10,132-83.9% |