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 | $91,426 | $84,233+8.5% | $170,442-46.4% | $70,131+30.4% |
| Participation rate | 93.1% | 70.8%+22.3pp | 83.6%+9.5pp | 69.5%+23.6pp |
| Annual return | 13.01% | 23.06%-10.1pp | 205.93%-192.9pp | 73.14%-60.1pp |
| Employer contribution / active EE | $1,405 | $3,387-58.5% | $5,433-74.1% | $2,342-40.0% |
| Participant deferral / active EE | $8,536 | $3,086+176.6% | $4,939+72.8% | $3,332+156.2% |
| Admin fee / account holder | $1,210 | $5,698-78.8% | $13,880-91.3% | $4,645-74.0% |