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 | $64,203 | $59,101+8.6% | $77,163-16.8% | $75,163-14.6% |
| Participation rate | 78.8% | 63.9%+14.9pp | 69.6%+9.2pp | 67.2%+11.6pp |
| Annual return | 19.87% | 26.71%-6.8pp | 37.87%-18.0pp | 160.62%-140.7pp |
| Employer contribution / active EE | $1,995 | $1,9950% | $2,535-21.3% | $2,670-25.3% |
| Participant deferral / active EE | $5,813 | $2,999+93.8% | $3,833+51.6% | $4,125+40.9% |
| Admin fee / account holder | $1,026 | $4,774-78.5% | $5,472-81.2% | $5,651-81.8% |