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 | $135,899 | $113,339+19.9% | $94,993+43.1% | $147,584-7.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 10.38% | 20.77%-10.4pp | 27.12%-16.7pp | 578.55%-568.2pp |
| Employer contribution / active EE | $1,384 | $3,160-56.2% | $2,603-46.8% | $4,876-71.6% |
| Participant deferral / active EE | $5,697 | $3,777+50.8% | $3,317+71.8% | $5,439+4.8% |
| Admin fee / account holder | $2,459 | $6,063-59.4% | $4,960-50.4% | $10,885-77.4% |