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 | $48,731 | $107,015-54.5% | $73,545-33.7% | $147,584-67.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 13.58% | 38.25%-24.7pp | -15.16%+28.7pp | 578.55%-565.0pp |
| Employer contribution / active EE | $1,208 | $1,760-31.4% | $1,219-0.9% | $4,876-75.2% |
| Participant deferral / active EE | $4,009 | $2,462+62.8% | $1,806+122.0% | $5,439-26.3% |
| Admin fee / account holder | $1,952 | $3,055-36.1% | $2,320-15.8% | $10,885-82.1% |