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 | $83,416 | $104,251-20.0% | $91,001-8.3% | $147,584-43.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 24.95% | 27.06%-2.1pp | 4.60%+20.4pp | 578.55%-553.6pp |
| Employer contribution / active EE | $780 | $3,116-75.0% | $2,456-68.2% | $4,876-84.0% |
| Participant deferral / active EE | $12,550 | $4,195+199.2% | $3,547+253.8% | $5,439+130.8% |
| Admin fee / account holder | $560 | $8,948-93.7% | $5,417-89.7% | $10,885-94.9% |