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 | $52,997 | $101,069-47.6% | $81,478-35.0% | $147,584-64.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 19.52% | 32.40%-12.9pp | 38.78%-19.3pp | 578.55%-559.0pp |
| Employer contribution / active EE | $1,653 | $3,205-48.4% | $2,568-35.6% | $4,876-66.1% |
| Participant deferral / active EE | $6,373 | $4,242+50.2% | $3,537+80.2% | $5,439+17.2% |
| Admin fee / account holder | $779 | $5,812-86.6% | $4,561-82.9% | $10,885-92.8% |