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 | $61,070 | $89,753-32.0% | $107,525-43.2% | $84,808-28.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 16.80% | 29.48%-12.7pp | 181.32%-164.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $7,588 | $3,113+143.7% | $3,754+102.2% | $2,631+188.4% |
| Participant deferral / active EE | $3,052 | $4,056-24.8% | $5,116-40.3% | $4,212-27.5% |
| Admin fee / account holder | $1,960 | $7,222-72.9% | $8,919-78.0% | $7,344-73.3% |