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 | $131,565 | $176,377-25.4% | $134,143-1.9% | $158,922-17.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 13.56% | 63.63%-50.1pp | 36.33%-22.8pp | 302.83%-289.3pp |
| Employer contribution / active EE | $611 | $5,040-87.9% | $3,704-83.5% | $4,761-87.2% |
| Participant deferral / active EE | $1,838 | $4,091-55.1% | $3,499-47.5% | $5,982-69.3% |
| Admin fee / account holder | $11,470 | $8,718+31.6% | $6,684+71.6% | $11,246+2.0% |