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 | $69,678 | $59,101+17.9% | $77,163-9.7% | $75,163-7.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 15.24% | 26.71%-11.5pp | 37.87%-22.6pp | 160.62%-145.4pp |
| Employer contribution / active EE | $6,133 | $1,995+207.4% | $2,535+142.0% | $2,670+129.7% |
| Participant deferral / active EE | $3,541 | $2,999+18.1% | $3,833-7.6% | $4,125-14.2% |
| Admin fee / account holder | $2,632 | $4,774-44.9% | $5,472-51.9% | $5,651-53.4% |