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 | $73,746 | $104,974-29.7% | $95,585-22.8% | $142,382-48.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.72% | 210.33%-194.6pp | 38.56%-22.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,827 | $2,779-34.3% | $2,527-27.7% | $4,299-57.5% |
| Participant deferral / active EE | $5,332 | $4,352+22.5% | $4,023+32.6% | $6,507-18.1% |
| Admin fee / account holder | $2,900 | $6,386-54.6% | $6,127-52.7% | $12,624-77.0% |