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 | $65,888 | $70,428-6.4% | $96,562-31.8% | $85,850-23.3% |
| Participation rate | 70.4% | 61.8%+8.6pp | 69.8%+0.6pp | 69.3%+1.1pp |
| Annual return | 12.93% | 18.59%-5.7pp | 37.78%-24.9pp | 318.53%-305.6pp |
| Employer contribution / active EE | $715 | $1,413-49.4% | $2,356-69.7% | $2,565-72.1% |
| Participant deferral / active EE | $6,474 | $2,894+123.7% | $3,849+68.2% | $3,952+63.8% |
| Admin fee / account holder | $45,060 | $4,997+801.8% | $6,181+629.0% | $6,260+619.8% |