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 | $61,916 | $108,172-42.8% | $77,482-20.1% | $158,922-61.0% |
| Participation rate | 81.8% | 64.4%+17.4pp | 54.2%+27.6pp | 82.0%-0.1pp |
| Annual return | 12.07% | 31.67%-19.6pp | 54.79%-42.7pp | 302.83%-290.8pp |
| Employer contribution / active EE | $2,406 | $1,325+81.6% | $986+143.9% | $4,761-49.5% |
| Participant deferral / active EE | $8,163 | $2,456+232.3% | $1,861+338.6% | $5,982+36.5% |
| Admin fee / account holder | $31,293 | $3,708+744.0% | $2,858+995.0% | $11,246+178.3% |