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 | $73,194 | $112,881-35.2% | $90,951-19.5% | $158,922-53.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 10.91% | 215.79%-204.9pp | 134.60%-123.7pp | 302.83%-291.9pp |
| Employer contribution / active EE | $824 | $2,893-71.5% | $2,122-61.2% | $4,761-82.7% |
| Participant deferral / active EE | $2,394 | $4,128-42.0% | $3,373-29.0% | $5,982-60.0% |
| Admin fee / account holder | $682 | $8,041-91.5% | $5,959-88.6% | $11,246-93.9% |