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 | $68,013 | $70,428-3.4% | $96,562-29.6% | $85,850-20.8% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 12.18% | 18.59%-6.4pp | 37.78%-25.6pp | 318.53%-306.4pp |
| Employer contribution / active EE | $2,075 | $1,413+46.9% | $2,356-11.9% | $2,565-19.1% |
| Participant deferral / active EE | $1,497 | $2,894-48.3% | $3,849-61.1% | $3,952-62.1% |
| Admin fee / account holder | $1,496 | $4,997-70.1% | $6,181-75.8% | $6,260-76.1% |