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 | $93,781 | $99,341-5.6% | $84,750+10.7% | $273,961-65.8% |
| Participation rate | 90.9% | 80.7%+10.2pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 5.42% | 22.93%-17.5pp | 22.78%-17.4pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,407 | $4,214-66.6% | $3,574-60.6% | $4,869-71.1% |
| Participant deferral / active EE | $5,838 | $4,269+36.7% | $3,712+57.3% | $5,287+10.4% |
| Admin fee / account holder | $387 | $6,644-94.2% | $5,332-92.7% | $10,132-96.2% |