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 | $71,431 | $67,606+5.7% | $82,313-13.2% | $70,131+1.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 13.81% | 21.57%-7.8pp | 25.88%-12.1pp | 73.14%-59.3pp |
| Employer contribution / active EE | $457 | $1,755-73.9% | $2,428-81.2% | $2,342-80.5% |
| Participant deferral / active EE | $5,012 | $2,987+67.8% | $3,706+35.2% | $3,332+50.4% |
| Admin fee / account holder | $542 | $4,512-88.0% | $5,608-90.3% | $4,645-88.3% |