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 | $56,915 | $105,126-45.9% | $94,646-39.9% | $139,434-59.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 13.85% | 38.03%-24.2pp | 156.71%-142.9pp | 372.94%-359.1pp |
| Employer contribution / active EE | $2,365 | $4,106-42.4% | $3,672-35.6% | $4,751-50.2% |
| Participant deferral / active EE | $2,277 | $7,599-70.0% | $7,418-69.3% | $6,710-66.1% |
| Admin fee / account holder | $4,284 | $8,984-52.3% | $7,231-40.7% | $11,403-62.4% |