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 | $60,803 | $112,729-46.1% | $98,716-38.4% | $137,256-55.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 25.79% | 38.48%-12.7pp | 31.81%-6.0pp | 220.34%-194.5pp |
| Employer contribution / active EE | $1,422 | $2,725-47.8% | $2,279-37.6% | $4,156-65.8% |
| Participant deferral / active EE | $1,992 | $4,640-57.1% | $4,048-50.8% | $6,407-68.9% |
| Admin fee / account holder | $11,375 | $10,129+12.3% | $8,703+30.7% | $12,270-7.3% |