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 | $76,681 | $176,377-56.5% | $134,143-42.8% | $158,922-51.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 13.61% | 63.63%-50.0pp | 36.33%-22.7pp | 302.83%-289.2pp |
| Employer contribution / active EE | $2,568 | $5,040-49.0% | $3,704-30.7% | $4,761-46.1% |
| Participant deferral / active EE | $4,345 | $4,091+6.2% | $3,499+24.2% | $5,982-27.4% |
| Admin fee / account holder | $37,690 | $8,718+332.3% | $6,684+463.8% | $11,246+235.1% |