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 | $81,151 | $94,338-14.0% | $100,534-19.3% | $142,382-43.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 15.32% | 29.20%-13.9pp | 32.66%-17.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,613 | $4,237-61.9% | $4,346-62.9% | $4,299-62.5% |
| Participant deferral / active EE | $8,395 | $5,934+41.5% | $6,144+36.6% | $6,507+29.0% |
| Admin fee / account holder | $518 | $8,421-93.9% | $7,654-93.2% | $12,624-95.9% |