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 | $69,887 | $105,931-34.0% | $81,930-14.7% | $158,922-56.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 15.62% | 38.17%-22.6pp | 29.49%-13.9pp | 302.83%-287.2pp |
| Employer contribution / active EE | $1,563 | $7,800-80.0% | $4,310-63.7% | $4,761-67.2% |
| Participant deferral / active EE | $4,786 | $13,003-63.2% | $7,107-32.7% | $5,982-20.0% |
| Admin fee / account holder | $1,020 | $8,489-88.0% | $5,158-80.2% | $11,246-90.9% |