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 | $101,498 | $71,050+42.9% | $93,606+8.4% | $80,856+25.5% |
| Participation rate | 96.3% | 60.4%+35.9pp | 68.7%+27.6pp | 67.6%+28.7pp |
| Annual return | 11.24% | 11.26%0pp | 133.20%-122.0pp | 35.59%-24.4pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,337 | $4,034+57.1% | $4,411+43.7% | $4,296+47.5% |
| Admin fee / account holder | $1,264 | $6,945-81.8% | $8,285-84.7% | $6,918-81.7% |