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 | $102,265 | $117,983-13.3% | $101,794+0.5% | $142,382-28.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.74% | 36.92%-19.2pp | 30.53%-12.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $986 | $2,773-64.5% | $2,289-56.9% | $4,299-77.1% |
| Participant deferral / active EE | $3,154 | $4,714-33.1% | $4,084-22.8% | $6,507-51.5% |
| Admin fee / account holder | $5,623 | $10,433-46.1% | $8,777-35.9% | $12,624-55.5% |