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 | $77,377 | $99,079-21.9% | $77,999-0.8% | $273,961-71.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 5.17% | 217.93%-212.8pp | 425.96%-420.8pp | 41.45%-36.3pp |
| Employer contribution / active EE | $1,026 | $3,308-69.0% | $2,470-58.5% | $4,869-78.9% |
| Participant deferral / active EE | $5,463 | $4,306+26.9% | $3,497+56.2% | $5,287+3.3% |
| Admin fee / account holder | $2,382 | $8,954-73.4% | $5,480-56.5% | $10,132-76.5% |