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 | $42,683 | $58,694-27.3% | $142,863-70.1% | $85,850-50.3% |
| Participation rate | 74.6% | 58.5%+16.1pp | 71.9%+2.7pp | 69.3%+5.3pp |
| Annual return | 13.86% | 27.72%-13.9pp | 5637.54%-5623.7pp | 318.53%-304.7pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,144-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,397 | $2,607+68.7% | $3,837+14.6% | $3,952+11.3% |
| Admin fee / account holder | $8,046 | $4,239+89.8% | $6,560+22.6% | $6,260+28.5% |