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 | $38,874 | $61,789-37.1% | $97,167-60.0% | $80,874-51.9% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 12.09% | -557.90%+570.0pp | 75.27%-63.2pp | 35.62%-23.5pp |
| Employer contribution / active EE | $2,177 | $1,837+18.6% | $2,729-20.2% | $2,756-21.0% |
| Participant deferral / active EE | $4,198 | $3,028+38.6% | $4,264-1.5% | $4,297-2.3% |
| Admin fee / account holder | $3,309 | $5,168-36.0% | $5,650-41.4% | $6,935-52.3% |