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 | $21,291 | $95,561-77.7% | $77,163-72.4% | $139,434-84.7% |
| Participation rate | 93.8% | 73.9%+19.8pp | 69.6%+24.2pp | 80.3%+13.4pp |
| Annual return | 14.90% | 54.92%-40.0pp | 37.87%-23.0pp | 372.94%-358.0pp |
| Employer contribution / active EE | $2,015 | $3,147-36.0% | $2,535-20.5% | $4,751-57.6% |
| Participant deferral / active EE | $2,475 | $4,624-46.5% | $3,833-35.4% | $6,710-63.1% |
| Admin fee / account holder | $3,031 | $8,295-63.5% | $5,472-44.6% | $11,403-73.4% |