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 | $80,829 | $77,634+4.1% | $156,549-48.4% | $62,891+28.5% |
| Participation rate | 85.3% | 71.2%+14.1pp | 84.0%+1.3pp | 69.3%+16.0pp |
| Annual return | 12.61% | 50.32%-37.7pp | 32.23%-19.6pp | 20.14%-7.5pp |
| Employer contribution / active EE | $3,411 | $3,444-1.0% | $5,501-38.0% | $2,281+49.5% |
| Participant deferral / active EE | $6,156 | $3,045+102.1% | $4,871+26.4% | $3,203+92.2% |
| Admin fee / account holder | $352 | $5,561-93.7% | $13,027-97.3% | $4,296-91.8% |