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 | $79,685 | $100,901-21.0% | $75,670+5.3% | $147,584-46.0% |
| Participation rate | 87.5% | 77.1%+10.4pp | 72.3%+15.2pp | 82.8%+4.7pp |
| Annual return | 13.12% | 35.78%-22.7pp | 27.34%-14.2pp | 578.55%-565.4pp |
| Employer contribution / active EE | $1,375 | $3,253-57.7% | $2,352-41.5% | $4,876-71.8% |
| Participant deferral / active EE | $3,398 | $4,027-15.6% | $3,142+8.1% | $5,439-37.5% |
| Admin fee / account holder | $461 | $11,285-95.9% | $5,800-92.1% | $10,885-95.8% |