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 | $97,741 | $93,071+5.0% | $74,583+31.1% | $273,961-64.3% |
| Participation rate | 95.8% | 74.9%+20.9pp | 68.1%+27.7pp | 83.0%+12.8pp |
| Annual return | 6.33% | 26.18%-19.8pp | 20.47%-14.1pp | 41.45%-35.1pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,176 | $4,160+0.4% | $3,458+20.8% | $5,287-21.0% |
| Admin fee / account holder | $3,326 | $5,272-36.9% | $4,138-19.6% | $10,132-67.2% |