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 | $90,800 | $101,069-10.2% | $81,478+11.4% | $147,584-38.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 9.53% | 32.40%-22.9pp | 38.78%-29.2pp | 578.55%-569.0pp |
| Employer contribution / active EE | $3,571 | $3,205+11.4% | $2,568+39.1% | $4,876-26.8% |
| Participant deferral / active EE | $3,343 | $4,242-21.2% | $3,537-5.5% | $5,439-38.5% |
| Admin fee / account holder | $885 | $5,812-84.8% | $4,561-80.6% | $10,885-91.9% |