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 | $59,425 | $116,175-48.8% | $93,606-36.5% | $152,861-61.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 15.21% | 35.96%-20.7pp | 32.76%-17.5pp | 345.32%-330.1pp |
| Employer contribution / active EE | $1,857 | $3,218-42.3% | $2,718-31.7% | $4,762-61.0% |
| Participant deferral / active EE | $4,946 | $4,603+7.5% | $4,069+21.6% | $5,850-15.5% |
| Admin fee / account holder | $3,407 | $10,748-68.3% | $7,888-56.8% | $11,596-70.6% |