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 | $64,446 | $136,179-52.7% | $98,755-34.7% | $167,490-61.5% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 9.69% | 67.53%-57.8pp | 49.91%-40.2pp | 478.56%-468.9pp |
| Employer contribution / active EE | $642 | $2,631-75.6% | $2,067-68.9% | $4,837-86.7% |
| Participant deferral / active EE | $2,747 | $3,716-26.1% | $3,035-9.5% | $6,341-56.7% |
| Admin fee / account holder | $443 | $5,031-91.2% | $4,076-89.1% | $12,309-96.4% |