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 | $59,907 | $91,538-34.6% | $129,995-53.9% | $75,163-20.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 15.19% | -631.11%+646.3pp | -137.18%+152.4pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,971 | $2,845-30.7% | $4,320-54.4% | $2,670-26.2% |
| Participant deferral / active EE | $3,793 | $4,341-12.6% | $5,820-34.8% | $4,125-8.0% |
| Admin fee / account holder | $1,081 | $6,790-84.1% | $10,614-89.8% | $5,651-80.9% |