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 | $61,028 | $101,069-39.6% | $81,478-25.1% | $147,584-58.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 14.89% | 32.40%-17.5pp | 38.78%-23.9pp | 578.55%-563.7pp |
| Employer contribution / active EE | $1,857 | $3,205-42.1% | $2,568-27.7% | $4,876-61.9% |
| Participant deferral / active EE | $3,239 | $4,242-23.6% | $3,537-8.4% | $5,439-40.4% |
| Admin fee / account holder | $11,715 | $5,812+101.6% | $4,561+156.8% | $10,885+7.6% |