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 | $61,069 | $85,766-28.8% | $136,294-55.2% | $70,131-12.9% |
| Participation rate | 76.2% | 74.2%+2.0pp | 81.9%-5.7pp | 69.5%+6.6pp |
| Annual return | 20.54% | 31.45%-10.9pp | 5155.94%-5135.4pp | 73.14%-52.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $13,119 | $5,051+159.7% | $6,247+110.0% | $3,332+293.8% |
| Admin fee / account holder | $6,027 | $5,420+11.2% | $9,243-34.8% | $4,645+29.7% |