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 | $48,441 | $48,795-0.7% | $65,493-26.0% | $84,808-42.9% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 16.10% | 20.20%-4.1pp | 982.45%-966.3pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,733 | $1,930-10.2% | $2,574-32.7% | $2,631-34.1% |
| Participant deferral / active EE | $2,485 | $2,928-15.1% | $3,961-37.3% | $4,212-41.0% |
| Admin fee / account holder | $1,600 | $3,877-58.7% | $5,028-68.2% | $7,344-78.2% |