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 | $106,839 | $117,381-9.0% | $99,443+7.4% | $152,861-30.1% |
| Participation rate | 94.7% | 77.5%+17.2pp | 73.8%+20.9pp | 82.4%+12.3pp |
| Annual return | 26.47% | 31.87%-5.4pp | 30.72%-4.3pp | 345.32%-318.9pp |
| Employer contribution / active EE | $1,718 | $3,013-43.0% | $2,540-32.3% | $4,762-63.9% |
| Participant deferral / active EE | $4,848 | $4,086+18.7% | $3,619+34.0% | $5,850-17.1% |
| Admin fee / account holder | $1,867 | $7,631-75.5% | $6,250-70.1% | $11,596-83.9% |