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 | $74,066 | $81,208-8.8% | $98,907-25.1% | $79,858-7.3% |
| Participation rate | 82.8% | 72.5%+10.3pp | 76.0%+6.7pp | 69.6%+13.1pp |
| Annual return | 12.12% | 60.99%-48.9pp | 196.43%-184.3pp | 31.71%-19.6pp |
| Employer contribution / active EE | $1,133 | $1,960-42.2% | $2,689-57.9% | $2,471-54.1% |
| Participant deferral / active EE | $2,648 | $3,265-18.9% | $4,244-37.6% | $3,740-29.2% |
| Admin fee / account holder | $4,227 | $6,013-29.7% | $6,642-36.3% | $5,306-20.3% |