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 | $99,171 | $91,190+8.8% | $178,490-44.4% | $79,858+24.2% |
| Participation rate | 88.9% | 69.2%+19.7pp | 81.9%+7.0pp | 69.6%+19.3pp |
| Annual return | 14.23% | 24.19%-10.0pp | 151.07%-136.8pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,489 | $3,256-54.3% | $5,011-70.3% | $2,471-39.7% |
| Participant deferral / active EE | $4,258 | $3,236+31.6% | $5,202-18.1% | $3,740+13.9% |
| Admin fee / account holder | $2,138 | $6,751-68.3% | $13,984-84.7% | $5,306-59.7% |