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 | $68,011 | $99,985-32.0% | $146,665-53.6% | $85,850-20.8% |
| Participation rate | 74.3% | 73.1%+1.2pp | 80.1%-5.8pp | 69.3%+5.0pp |
| Annual return | 56.37% | 18.93%+37.4pp | 22.74%+33.6pp | 318.53%-262.2pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,662 | $4,006-8.6% | $5,506-33.5% | $3,952-7.3% |
| Admin fee / account holder | $16,689 | $7,702+116.7% | $10,280+62.4% | $6,260+166.6% |