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 | $58,639 | $101,069-42.0% | $81,478-28.0% | $147,584-60.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 12.35% | 32.40%-20.1pp | 38.78%-26.4pp | 578.55%-566.2pp |
| Employer contribution / active EE | $1,419 | $3,205-55.7% | $2,568-44.7% | $4,876-70.9% |
| Participant deferral / active EE | $12,195 | $4,242+187.5% | $3,537+244.8% | $5,439+124.2% |
| Admin fee / account holder | $539 | $5,812-90.7% | $4,561-88.2% | $10,885-95.1% |