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 | $84,744 | $101,069-16.2% | $81,478+4.0% | $147,584-42.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 22.23% | 32.40%-10.2pp | 38.78%-16.5pp | 578.55%-556.3pp |
| Employer contribution / active EE | $897 | $3,205-72.0% | $2,568-65.1% | $4,876-81.6% |
| Participant deferral / active EE | $5,125 | $4,242+20.8% | $3,537+44.9% | $5,439-5.8% |
| Admin fee / account holder | $3,520 | $5,812-39.4% | $4,561-22.8% | $10,885-67.7% |