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 | $60,956 | $60,349+1.0% | $74,183-17.8% | $62,891-3.1% |
| Participation rate | 85.7% | 72.7%+13.0pp | 76.6%+9.1pp | 69.3%+16.4pp |
| Annual return | 8.67% | 21.37%-12.7pp | 17.74%-9.1pp | 20.14%-11.5pp |
| Employer contribution / active EE | $3,802 | $1,680+126.3% | $2,370+60.4% | $2,281+66.7% |
| Participant deferral / active EE | $7,961 | $2,856+178.7% | $3,550+124.3% | $3,203+148.6% |
| Admin fee / account holder | $846 | $4,261-80.1% | $5,586-84.9% | $4,296-80.3% |