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 | $58,188 | $112,881-48.5% | $90,951-36.0% | $158,922-63.4% |
| Participation rate | 86.7% | 74.7%+11.9pp | 69.0%+17.7pp | 82.0%+4.7pp |
| Annual return | 11.87% | 215.79%-203.9pp | 134.60%-122.7pp | 302.83%-291.0pp |
| Employer contribution / active EE | $523 | $2,893-81.9% | $2,122-75.4% | $4,761-89.0% |
| Participant deferral / active EE | $3,866 | $4,128-6.3% | $3,373+14.6% | $5,982-35.4% |
| Admin fee / account holder | $14,739 | $8,041+83.3% | $5,959+147.4% | $11,246+31.1% |