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 | $54,273 | $99,877-45.7% | $84,966-36.1% | $145,922-62.8% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 11.80% | 83.76%-72.0pp | 66.38%-54.6pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,873 | $3,231-42.0% | $2,727-31.3% | $4,660-59.8% |
| Participant deferral / active EE | $2,732 | $5,291-48.4% | $4,519-39.5% | $6,688-59.1% |
| Admin fee / account holder | $17,425 | $7,248+140.4% | $6,149+183.4% | $13,397+30.1% |