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 | $56,157 | $60,349-6.9% | $74,183-24.3% | $62,891-10.7% |
| Participation rate | 70.9% | 72.7%-1.8pp | 76.6%-5.7pp | 69.3%+1.6pp |
| Annual return | 6.96% | 21.37%-14.4pp | 17.74%-10.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,825 | $2,856+33.9% | $3,550+7.8% | $3,203+19.4% |
| Admin fee / account holder | $9,739 | $4,261+128.5% | $5,586+74.3% | $4,296+126.7% |