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 | $57,770 | $107,015-46.0% | $73,545-21.4% | $147,584-60.9% |
| Participation rate | 88.9% | 66.4%+22.5pp | 54.9%+34.0pp | 82.8%+6.1pp |
| Annual return | 12.08% | 38.25%-26.2pp | -15.16%+27.2pp | 578.55%-566.5pp |
| Employer contribution / active EE | $1,602 | $1,760-9.0% | $1,219+31.4% | $4,876-67.2% |
| Participant deferral / active EE | $2,062 | $2,462-16.2% | $1,806+14.2% | $5,439-62.1% |
| Admin fee / account holder | $4,158 | $3,055+36.1% | $2,320+79.2% | $10,885-61.8% |