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 | $60,016 | $127,264-52.8% | $109,895-45.4% | $167,490-64.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 16.70% | 22.97%-6.3pp | 29.45%-12.8pp | 478.56%-461.9pp |
| Employer contribution / active EE | $2,643 | $3,322-20.5% | $2,842-7.0% | $4,837-45.4% |
| Participant deferral / active EE | $3,687 | $4,514-18.3% | $4,048-8.9% | $6,341-41.9% |
| Admin fee / account holder | $818 | $7,114-88.5% | $6,066-86.5% | $12,309-93.4% |