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 | $57,781 | $76,000-24.0% | $154,107-62.5% | $64,186-10.0% |
| Participation rate | 81.5% | 70.4%+11.1pp | 83.0%-1.6pp | 69.6%+11.9pp |
| Annual return | 5.61% | 30.32%-24.7pp | 735.12%-729.5pp | 7.63%-2.0pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,724 | $3,175-45.7% | $5,081-66.1% | $3,470-50.3% |
| Admin fee / account holder | $50,828 | $5,596+808.3% | $13,411+279.0% | $4,888+939.9% |