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 | $72,437 | $114,381-36.7% | $107,525-32.6% | $142,382-49.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.07% | 242.71%-227.6pp | 181.32%-166.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,564 | $4,015-61.0% | $3,754-58.3% | $4,299-63.6% |
| Participant deferral / active EE | $3,788 | $5,564-31.9% | $5,116-26.0% | $6,507-41.8% |
| Admin fee / account holder | $310 | $9,860-96.9% | $8,919-96.5% | $12,624-97.5% |