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 | $80,085 | $87,705-8.7% | $63,517+26.1% | $125,391-36.1% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | 3.14% | 21.70%-18.6pp | -70.30%+73.4pp | 282.22%-279.1pp |
| Employer contribution / active EE | $296 | $3,601-91.8% | $2,322-87.3% | $4,866-93.9% |
| Participant deferral / active EE | $1,477 | $3,939-62.5% | $2,953-50.0% | $5,352-72.4% |
| Admin fee / account holder | $1,360 | $11,948-88.6% | $5,892-76.9% | $9,540-85.7% |