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 | $111,381 | $108,825+2.3% | $156,181-28.7% | $82,448+35.1% |
| Participation rate | 95.7% | 72.4%+23.3pp | 78.8%+16.8pp | 68.1%+27.6pp |
| Annual return | 13.67% | 20.59%-6.9pp | 64.87%-51.2pp | 41.64%-28.0pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,602 | $4,577+66.1% | $6,132+24.0% | $4,139+83.7% |
| Admin fee / account holder | $11,715 | $9,341+25.4% | $14,586-19.7% | $7,234+61.9% |