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 3-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 | $60,408 | $101,618-40.6% | $93,063-35.1% | $137,256-56.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 20.59% | 223.95%-203.4pp | 34.15%-13.6pp | 220.34%-199.7pp |
| Employer contribution / active EE | $2,113 | $2,707-22.0% | $2,476-14.7% | $4,156-49.2% |
| Participant deferral / active EE | $16,663 | $4,279+289.4% | $3,958+321.0% | $6,407+160.1% |
| Admin fee / account holder | $3,068 | $6,198-50.5% | $6,033-49.2% | $12,270-75.0% |