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 | $57,080 | $104,974-45.6% | $95,585-40.3% | $142,382-59.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.49% | 210.33%-196.8pp | 38.56%-25.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,830 | $2,779-34.1% | $2,527-27.6% | $4,299-57.4% |
| Participant deferral / active EE | $3,155 | $4,352-27.5% | $4,023-21.6% | $6,507-51.5% |
| Admin fee / account holder | $1,042 | $6,386-83.7% | $6,127-83.0% | $12,624-91.7% |