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 | $67,359 | $99,079-32.0% | $77,999-13.6% | $273,961-75.4% |
| Participation rate | 73.9% | 78.6%-4.7pp | 75.5%-1.6pp | 83.0%-9.1pp |
| Annual return | 6.28% | 217.93%-211.6pp | 425.96%-419.7pp | 41.45%-35.2pp |
| Employer contribution / active EE | $1,350 | $3,308-59.2% | $2,470-45.4% | $4,869-72.3% |
| Participant deferral / active EE | $3,326 | $4,306-22.8% | $3,497-4.9% | $5,287-37.1% |
| Admin fee / account holder | $11,941 | $8,954+33.4% | $5,480+117.9% | $10,132+17.9% |