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 | $63,310 | $91,190-30.6% | $178,490-64.5% | $79,858-20.7% |
| Participation rate | 94.0% | 69.2%+24.8pp | 81.9%+12.1pp | 69.6%+24.4pp |
| Annual return | 15.97% | 24.19%-8.2pp | 151.07%-135.1pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,316 | $3,256-28.9% | $5,011-53.8% | $2,471-6.3% |
| Participant deferral / active EE | $4,331 | $3,236+33.8% | $5,202-16.7% | $3,740+15.8% |
| Admin fee / account holder | $16,873 | $6,751+149.9% | $13,984+20.7% | $5,306+218.0% |