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 | $82,581 | $101,069-18.3% | $81,478+1.4% | $147,584-44.0% |
| Participation rate | 90.9% | 74.5%+16.5pp | 68.0%+23.0pp | 82.8%+8.1pp |
| Annual return | 17.59% | 32.40%-14.8pp | 38.78%-21.2pp | 578.55%-561.0pp |
| Employer contribution / active EE | $2,043 | $3,205-36.3% | $2,568-20.5% | $4,876-58.1% |
| Participant deferral / active EE | $5,713 | $4,242+34.7% | $3,537+61.5% | $5,439+5.0% |
| Admin fee / account holder | $2,216 | $5,812-61.9% | $4,561-51.4% | $10,885-79.6% |