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 | $106,482 | $86,286+23.4% | $111,297-4.3% | $85,850+24.0% |
| Participation rate | 94.9% | 73.3%+21.5pp | 77.3%+17.6pp | 69.3%+25.6pp |
| Annual return | 12.21% | 19.99%-7.8pp | 54.65%-42.4pp | 318.53%-306.3pp |
| Employer contribution / active EE | $813 | $2,043-60.2% | $2,731-70.2% | $2,565-68.3% |
| Participant deferral / active EE | $4,452 | $3,641+22.3% | $4,487-0.8% | $3,952+12.7% |
| Admin fee / account holder | $3,303 | $8,188-59.7% | $7,964-58.5% | $6,260-47.2% |