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 | $63,927 | $101,069-36.7% | $81,478-21.5% | $147,584-56.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 14.33% | 32.40%-18.1pp | 38.78%-24.5pp | 578.55%-564.2pp |
| Employer contribution / active EE | $291 | $3,205-90.9% | $2,568-88.7% | $4,876-94.0% |
| Participant deferral / active EE | $1,872 | $4,242-55.9% | $3,537-47.1% | $5,439-65.6% |
| Admin fee / account holder | $1,410 | $5,812-75.7% | $4,561-69.1% | $10,885-87.0% |