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 | $52,540 | $101,069-48.0% | $81,478-35.5% | $147,584-64.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 22.74% | 32.40%-9.7pp | 38.78%-16.0pp | 578.55%-555.8pp |
| Employer contribution / active EE | $188 | $3,205-94.1% | $2,568-92.7% | $4,876-96.1% |
| Participant deferral / active EE | $1,847 | $4,242-56.4% | $3,537-47.8% | $5,439-66.0% |
| Admin fee / account holder | $2,084 | $5,812-64.1% | $4,561-54.3% | $10,885-80.9% |