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 | $43,746 | $50,082-12.7% | $93,406-53.2% | $79,858-45.2% |
| Participation rate | 100.0% | 60.9%+39.1pp | 66.8%+33.2pp | 69.6%+30.4pp |
| Annual return | 14.20% | 24.59%-10.4pp | 78.05%-63.8pp | 31.71%-17.5pp |
| Employer contribution / active EE | $431 | $1,303-66.9% | $2,075-79.2% | $2,471-82.6% |
| Participant deferral / active EE | $3,102 | $2,212+40.2% | $3,126-0.8% | $3,740-17.1% |
| Admin fee / account holder | $6,221 | $3,454+80.1% | $5,230+18.9% | $5,306+17.2% |