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 | $101,613 | $91,190+11.4% | $178,490-43.1% | $79,858+27.2% |
| Participation rate | 86.7% | 69.2%+17.5pp | 81.9%+4.7pp | 69.6%+17.0pp |
| Annual return | 11.64% | 24.19%-12.6pp | 151.07%-139.4pp | 31.71%-20.1pp |
| Employer contribution / active EE | $936 | $3,256-71.2% | $5,011-81.3% | $2,471-62.1% |
| Participant deferral / active EE | $6,137 | $3,236+89.6% | $5,202+18.0% | $3,740+64.1% |
| Admin fee / account holder | $4,541 | $6,751-32.7% | $13,984-67.5% | $5,306-14.4% |