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 | $131,337 | $101,069+29.9% | $81,478+61.2% | $147,584-11.0% |
| Participation rate | 70.6% | 74.5%-3.9pp | 68.0%+2.6pp | 82.8%-12.2pp |
| Annual return | 18.38% | 32.40%-14.0pp | 38.78%-20.4pp | 578.55%-560.2pp |
| Employer contribution / active EE | $906 | $3,205-71.7% | $2,568-64.7% | $4,876-81.4% |
| Participant deferral / active EE | $1,974 | $4,242-53.5% | $3,537-44.2% | $5,439-63.7% |
| Admin fee / account holder | $4,504 | $5,812-22.5% | $4,561-1.2% | $10,885-58.6% |