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 | $18,839 | $101,069-81.4% | $81,478-76.9% | $147,584-87.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 16.56% | 32.40%-15.8pp | 38.78%-22.2pp | 578.55%-562.0pp |
| Employer contribution / active EE | $1,355 | $3,205-57.7% | $2,568-47.2% | $4,876-72.2% |
| Participant deferral / active EE | $2,464 | $4,242-41.9% | $3,537-30.3% | $5,439-54.7% |
| Admin fee / account holder | $1,018 | $5,812-82.5% | $4,561-77.7% | $10,885-90.7% |