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 | $74,909 | $80,968-7.5% | $96,544-22.4% | $75,163-0.3% |
| Participation rate | 81.0% | 71.8%+9.2pp | 76.0%+5.0pp | 67.2%+13.8pp |
| Annual return | 17.59% | 27.06%-9.5pp | 25.84%-8.2pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,392 | $2,282-39.0% | $2,965-53.0% | $2,670-47.9% |
| Participant deferral / active EE | $3,731 | $3,928-5.0% | $4,851-23.1% | $4,125-9.6% |
| Admin fee / account holder | $837 | $6,724-87.6% | $8,252-89.9% | $5,651-85.2% |