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 | $73,793 | $90,503-18.5% | $78,689-6.2% | $273,961-73.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.16% | 75.60%-71.4pp | 62.18%-58.0pp | 41.45%-37.3pp |
| Employer contribution / active EE | $1,931 | $3,176-39.2% | $2,851-32.3% | $4,869-60.3% |
| Participant deferral / active EE | $4,278 | $3,901+9.7% | $3,517+21.6% | $5,287-19.1% |
| Admin fee / account holder | $328 | $5,263-93.8% | $4,510-92.7% | $10,132-96.8% |