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 | $46,392 | $112,096-58.6% | $95,952-51.7% | $158,922-70.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.95% | 171.09%-156.1pp | 91.61%-76.7pp | 302.83%-287.9pp |
| Employer contribution / active EE | $1,544 | $3,198-51.7% | $2,541-39.2% | $4,761-67.6% |
| Participant deferral / active EE | $3,818 | $4,784-20.2% | $4,167-8.4% | $5,982-36.2% |
| Admin fee / account holder | $2,919 | $10,130-71.2% | $6,795-57.0% | $11,246-74.0% |