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 | $62,371 | $108,172-42.3% | $77,482-19.5% | $158,922-60.8% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 12.52% | 31.67%-19.2pp | 54.79%-42.3pp | 302.83%-290.3pp |
| Employer contribution / active EE | $1,181 | $1,325-10.9% | $986+19.7% | $4,761-75.2% |
| Participant deferral / active EE | $2,402 | $2,456-2.2% | $1,861+29.1% | $5,982-59.8% |
| Admin fee / account holder | $2,869 | $3,708-22.6% | $2,858+0.4% | $11,246-74.5% |