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 | $83,817 | $107,791-22.2% | $90,645-7.5% | $135,375-38.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 35.44% | -0.90%+36.3pp | 1.88%+33.6pp | 519.73%-484.3pp |
| Employer contribution / active EE | $2,136 | $3,018-29.2% | $2,532-15.6% | $4,779-55.3% |
| Participant deferral / active EE | $5,733 | $3,872+48.0% | $3,425+67.4% | $5,609+2.2% |
| Admin fee / account holder | $1,428 | $5,930-75.9% | $4,994-71.4% | $10,827-86.8% |