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 | $59,437 | $60,124-1.1% | $90,404-34.3% | $79,858-25.6% |
| Participation rate | 70.4% | 65.0%+5.4pp | 72.7%-2.3pp | 69.6%+0.7pp |
| Annual return | 17.54% | 71.94%-54.4pp | 1293.02%-1275.5pp | 31.71%-14.2pp |
| Employer contribution / active EE | $718 | $2,068-65.3% | $3,262-78.0% | $2,471-70.9% |
| Participant deferral / active EE | $1,873 | $2,938-36.3% | $3,963-52.7% | $3,740-49.9% |
| Admin fee / account holder | $2,127 | $3,976-46.5% | $5,611-62.1% | $5,306-59.9% |