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 | $127,705 | $108,825+17.3% | $156,181-18.2% | $82,448+54.9% |
| Participation rate | 92.9% | 72.4%+20.5pp | 78.8%+14.0pp | 68.1%+24.8pp |
| Annual return | 15.84% | 20.59%-4.7pp | 64.87%-49.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,348 | $4,577+38.7% | $6,132+3.5% | $4,139+53.4% |
| Admin fee / account holder | $862 | $9,341-90.8% | $14,586-94.1% | $7,234-88.1% |