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 | $43,784 | $52,279-16.3% | $89,391-51.0% | $79,858-45.2% |
| Participation rate | 96.7% | 57.5%+39.1pp | 68.0%+28.7pp | 69.6%+27.0pp |
| Annual return | 21.28% | 22.16%-0.9pp | 245.62%-224.3pp | 31.71%-10.4pp |
| Employer contribution / active EE | $979 | $1,572-37.7% | $2,586-62.1% | $2,471-60.4% |
| Participant deferral / active EE | $2,898 | $2,740+5.8% | $3,890-25.5% | $3,740-22.5% |
| Admin fee / account holder | $9,927 | $3,356+195.8% | $4,881+103.4% | $5,306+87.1% |