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 | $73,003 | $91,538-20.2% | $129,995-43.8% | $75,163-2.9% |
| Participation rate | 87.2% | 71.4%+15.8pp | 78.5%+8.7pp | 67.2%+20.0pp |
| Annual return | 15.89% | -631.11%+647.0pp | -137.18%+153.1pp | 160.62%-144.7pp |
| Employer contribution / active EE | $1,803 | $2,845-36.6% | $4,320-58.3% | $2,670-32.5% |
| Participant deferral / active EE | $5,528 | $4,341+27.3% | $5,820-5.0% | $4,125+34.0% |
| Admin fee / account holder | $3,277 | $6,790-51.7% | $10,614-69.1% | $5,651-42.0% |