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 | $42,900 | $112,881-62.0% | $90,951-52.8% | $158,922-73.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.33% | 215.79%-198.5pp | 134.60%-117.3pp | 302.83%-285.5pp |
| Employer contribution / active EE | $2,746 | $2,893-5.1% | $2,122+29.4% | $4,761-42.3% |
| Participant deferral / active EE | $6,427 | $4,128+55.7% | $3,373+90.5% | $5,982+7.4% |
| Admin fee / account holder | $757 | $8,041-90.6% | $5,959-87.3% | $11,246-93.3% |