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 | $49,994 | $78,422-36.2% | $95,952-47.9% | $79,858-37.4% |
| Participation rate | 73.8% | 73.5%+0.3pp | 77.1%-3.3pp | 69.6%+4.1pp |
| Annual return | 62.54% | 19.37%+43.2pp | 91.61%-29.1pp | 31.71%+30.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,596 | $3,440-24.5% | $4,167-37.7% | $3,740-30.6% |
| Admin fee / account holder | $2,618 | $5,622-53.4% | $6,795-61.5% | $5,306-50.7% |