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 | $138,725 | $148,534-6.6% | $135,903+2.1% | $139,434-0.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.09% | 79.19%-55.1pp | 68.23%-44.1pp | 372.94%-348.9pp |
| Employer contribution / active EE | $1,738 | $5,243-66.8% | $4,856-64.2% | $4,751-63.4% |
| Participant deferral / active EE | $3,902 | $8,100-51.8% | $7,758-49.7% | $6,710-41.9% |
| Admin fee / account holder | $820 | $12,400-93.4% | $10,762-92.4% | $11,403-92.8% |