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 | $86,172 | $81,233+6.1% | $155,567-44.6% | $80,874+6.6% |
| Participation rate | 97.6% | 66.2%+31.4pp | 78.2%+19.4pp | 67.6%+30.0pp |
| Annual return | 12.19% | 33.33%-21.1pp | 64.74%-52.5pp | 35.62%-23.4pp |
| Employer contribution / active EE | $3,038 | $3,101-2.0% | $4,674-35.0% | $2,756+10.3% |
| Participant deferral / active EE | $2,906 | $3,452-15.8% | $5,628-48.4% | $4,297-32.4% |
| Admin fee / account holder | $795 | $7,998-90.1% | $15,916-95.0% | $6,935-88.5% |