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 | $62,698 | $118,849-47.2% | $96,562-35.1% | $167,490-62.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.12% | 50.49%-38.4pp | 37.78%-25.7pp | 478.56%-466.4pp |
| Employer contribution / active EE | $673 | $3,120-78.4% | $2,356-71.4% | $4,837-86.1% |
| Participant deferral / active EE | $2,937 | $4,616-36.4% | $3,849-23.7% | $6,341-53.7% |
| Admin fee / account holder | $1,101 | $8,065-86.4% | $6,181-82.2% | $12,309-91.1% |