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 | $93,809 | $107,015-12.3% | $73,545+27.6% | $147,584-36.4% |
| Participation rate | 88.9% | 66.4%+22.5pp | 54.9%+34.0pp | 82.8%+6.1pp |
| Annual return | 12.69% | 38.25%-25.6pp | -15.16%+27.8pp | 578.55%-565.9pp |
| Employer contribution / active EE | $1,012 | $1,760-42.5% | $1,219-17.0% | $4,876-79.3% |
| Participant deferral / active EE | $5,115 | $2,462+107.8% | $1,806+183.2% | $5,439-6.0% |
| Admin fee / account holder | $2,505 | $3,055-18.0% | $2,320+8.0% | $10,885-77.0% |