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 | $60,167 | $106,515-43.5% | $96,683-37.8% | $139,434-56.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.84% | 38.43%-22.6pp | 35.69%-19.9pp | 372.94%-357.1pp |
| Employer contribution / active EE | $1,597 | $4,103-61.1% | $3,737-57.3% | $4,751-66.4% |
| Participant deferral / active EE | $2,311 | $5,454-57.6% | $4,878-52.6% | $6,710-65.6% |
| Admin fee / account holder | $4,699 | $7,877-40.3% | $6,730-30.2% | $11,403-58.8% |