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 | $75,757 | $49,227+53.9% | $70,449+7.5% | $79,858-5.1% |
| Participation rate | 90.0% | 69.2%+20.8pp | 75.1%+14.9pp | 69.6%+20.4pp |
| Annual return | 14.94% | 30.06%-15.1pp | 109.03%-94.1pp | 31.71%-16.8pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,240 | $2,768+17.1% | $3,709-12.6% | $3,740-13.4% |
| Admin fee / account holder | $867 | $2,878-69.9% | $3,845-77.4% | $5,306-83.7% |