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 | $68,068 | $162,781-58.2% | $133,956-49.2% | $158,922-57.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.31% | 41.94%-28.6pp | 45.09%-31.8pp | 302.83%-289.5pp |
| Employer contribution / active EE | $2,092 | $4,975-58.0% | $3,919-46.6% | $4,761-56.1% |
| Participant deferral / active EE | $7,663 | $5,911+29.6% | $5,048+51.8% | $5,982+28.1% |
| Admin fee / account holder | $2,920 | $11,736-75.1% | $8,927-67.3% | $11,246-74.0% |