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 | $96,491 | $73,933+30.5% | $96,683-0.2% | $75,163+28.4% |
| Participation rate | 88.5% | 66.4%+22.0pp | 74.3%+14.1pp | 67.2%+21.3pp |
| Annual return | 15.36% | 26.70%-11.3pp | 35.69%-20.3pp | 160.62%-145.3pp |
| Employer contribution / active EE | $2,435 | $2,928-16.8% | $3,737-34.8% | $2,670-8.8% |
| Participant deferral / active EE | $8,820 | $3,659+141.1% | $4,878+80.8% | $4,125+113.8% |
| Admin fee / account holder | $942 | $5,216-81.9% | $6,730-86.0% | $5,651-83.3% |