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 | $58,858 | $96,965-39.3% | $97,995-39.9% | $147,584-60.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 17.72% | 24.11%-6.4pp | 23.94%-6.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $3,234 | $4,536-28.7% | $4,158-22.2% | $4,876-33.7% |
| Participant deferral / active EE | $3,705 | $5,081-27.1% | $5,097-27.3% | $5,439-31.9% |
| Admin fee / account holder | $1,700 | $8,120-79.1% | $5,943-71.4% | $10,885-84.4% |