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 | $35,626 | $149,734-76.2% | $118,925-70.0% | $158,922-77.6% |
| Participation rate | 75.0% | 82.1%-7.1pp | 75.4%-0.4pp | 82.0%-7.0pp |
| Annual return | 12.69% | 19.95%-7.3pp | 35.88%-23.2pp | 302.83%-290.1pp |
| Employer contribution / active EE | $2,120 | $4,115-48.5% | $3,263-35.0% | $4,761-55.5% |
| Participant deferral / active EE | $1,874 | $5,223-64.1% | $4,265-56.1% | $5,982-68.7% |
| Admin fee / account holder | $40,696 | $8,603+373.0% | $6,581+518.4% | $11,246+261.9% |