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 | $18,703 | $105,859-82.3% | $90,160-79.3% | $147,584-87.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.17% | 37.63%-21.5pp | 34.88%-18.7pp | 578.55%-562.4pp |
| Employer contribution / active EE | $2,937 | $4,126-28.8% | $3,318-11.5% | $4,876-39.8% |
| Participant deferral / active EE | $7,101 | $5,733+23.9% | $5,288+34.3% | $5,439+30.6% |
| Admin fee / account holder | $2,501 | $8,046-68.9% | $5,943-57.9% | $10,885-77.0% |