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 | $71,943 | $77,899-7.6% | $149,673-51.9% | $75,163-4.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.37% | 31.72%-14.4pp | 134.42%-117.0pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,857 | $3,137-40.8% | $4,818-61.4% | $2,670-30.4% |
| Participant deferral / active EE | $6,397 | $3,411+87.5% | $5,680+12.6% | $4,125+55.1% |
| Admin fee / account holder | $900 | $5,956-84.9% | $13,210-93.2% | $5,651-84.1% |