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 | $92,897 | $91,190+1.9% | $178,490-48.0% | $79,858+16.3% |
| Participation rate | 90.0% | 69.2%+20.8pp | 81.9%+8.1pp | 69.6%+20.4pp |
| Annual return | 17.42% | 24.19%-6.8pp | 151.07%-133.7pp | 31.71%-14.3pp |
| Employer contribution / active EE | $5,000 | $3,256+53.6% | $5,011-0.2% | $2,471+102.4% |
| Participant deferral / active EE | $7,119 | $3,236+120.0% | $5,202+36.9% | $3,740+90.3% |
| Admin fee / account holder | $1,268 | $6,751-81.2% | $13,984-90.9% | $5,306-76.1% |