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 | $106,345 | $105,859+0.5% | $90,160+18.0% | $147,584-27.9% |
| Participation rate | 91.3% | 79.7%+11.6pp | 76.9%+14.4pp | 82.8%+8.5pp |
| Annual return | 14.84% | 37.63%-22.8pp | 34.88%-20.0pp | 578.55%-563.7pp |
| Employer contribution / active EE | $561 | $4,126-86.4% | $3,318-83.1% | $4,876-88.5% |
| Participant deferral / active EE | $4,874 | $5,733-15.0% | $5,288-7.8% | $5,439-10.4% |
| Admin fee / account holder | $643 | $8,046-92.0% | $5,943-89.2% | $10,885-94.1% |