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 | $69,608 | $104,974-33.7% | $95,585-27.2% | $142,382-51.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.15% | 210.33%-195.2pp | 38.56%-23.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,039 | $2,779-62.6% | $2,527-58.9% | $4,299-75.8% |
| Participant deferral / active EE | $4,167 | $4,352-4.3% | $4,023+3.6% | $6,507-36.0% |
| Admin fee / account holder | $549 | $6,386-91.4% | $6,127-91.0% | $12,624-95.7% |