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 | $79,624 | $81,208-2.0% | $98,907-19.5% | $79,858-0.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 13.18% | 60.99%-47.8pp | 196.43%-183.2pp | 31.71%-18.5pp |
| Employer contribution / active EE | $425 | $1,960-78.3% | $2,689-84.2% | $2,471-82.8% |
| Participant deferral / active EE | $4,650 | $3,265+42.4% | $4,244+9.5% | $3,740+24.3% |
| Admin fee / account holder | $4,992 | $6,013-17.0% | $6,642-24.8% | $5,306-5.9% |