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 | $90,749 | $94,625-4.1% | $116,228-21.9% | $84,808+7.0% |
| Participation rate | 93.6% | 70.4%+23.2pp | 74.6%+19.1pp | 68.3%+25.3pp |
| Annual return | 12.71% | 20.40%-7.7pp | 90.06%-77.3pp | 40.90%-28.2pp |
| Employer contribution / active EE | $3,340 | $2,347+42.3% | $2,994+11.5% | $2,631+26.9% |
| Participant deferral / active EE | $2,305 | $3,972-42.0% | $4,953-53.5% | $4,212-45.3% |
| Admin fee / account holder | $7,671 | $10,091-24.0% | $11,989-36.0% | $7,344+4.5% |