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 | $94,276 | $78,422+20.2% | $95,952-1.7% | $79,858+18.1% |
| Participation rate | 82.2% | 73.5%+8.7pp | 77.1%+5.1pp | 69.6%+12.6pp |
| Annual return | 15.48% | 19.37%-3.9pp | 91.61%-76.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,598 | $3,440+4.6% | $4,167-13.7% | $3,740-3.8% |
| Admin fee / account holder | $2,242 | $5,622-60.1% | $6,795-67.0% | $5,306-57.7% |