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 | $73,869 | $102,616-28.0% | $81,983-9.9% | $158,922-53.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 21.32% | 61.04%-39.7pp | 41.31%-20.0pp | 302.83%-281.5pp |
| Employer contribution / active EE | $1,341 | $3,240-58.6% | $2,498-46.3% | $4,761-71.8% |
| Participant deferral / active EE | $3,126 | $4,648-32.8% | $3,722-16.0% | $5,982-47.8% |
| Admin fee / account holder | $15,640 | $8,235+89.9% | $5,664+176.1% | $11,246+39.1% |