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 | $58,839 | $104,974-43.9% | $95,585-38.4% | $142,382-58.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 11.09% | 210.33%-199.2pp | 38.56%-27.5pp | 217.08%-206.0pp |
| Employer contribution / active EE | $1,106 | $2,779-60.2% | $2,527-56.2% | $4,299-74.3% |
| Participant deferral / active EE | $4,012 | $4,352-7.8% | $4,023-0.3% | $6,507-38.3% |
| Admin fee / account holder | $24,056 | $6,386+276.7% | $6,127+292.6% | $12,624+90.6% |