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 | $60,800 | $52,279+16.3% | $89,391-32.0% | $79,858-23.9% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 12.89% | 22.16%-9.3pp | 245.62%-232.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,933 | $1,572+23.0% | $2,586-25.3% | $2,471-21.8% |
| Participant deferral / active EE | $3,366 | $2,740+22.8% | $3,890-13.5% | $3,740-10.0% |
| Admin fee / account holder | $2,116 | $3,356-37.0% | $4,881-56.7% | $5,306-60.1% |