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 | $92,945 | $89,753+3.6% | $107,525-13.6% | $84,808+9.6% |
| Participation rate | 96.0% | 68.1%+27.9pp | 75.1%+20.9pp | 68.3%+27.7pp |
| Annual return | 14.40% | 29.48%-15.1pp | 181.32%-166.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,422 | $4,056+107.6% | $5,116+64.6% | $4,212+100.0% |
| Admin fee / account holder | $2,482 | $7,222-65.6% | $8,919-72.2% | $7,344-66.2% |