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 | $141,731 | $161,352-12.2% | $134,172+5.6% | $137,256+3.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 15.48% | 28.72%-13.2pp | 25.30%-9.8pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,000 | $4,099-51.2% | $3,420-41.5% | $4,156-51.9% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,747 | $15,028-88.4% | $12,016-85.5% | $12,270-85.8% |