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 | $74,726 | $80,968-7.7% | $96,544-22.6% | $75,163-0.6% |
| Participation rate | 93.6% | 71.8%+21.8pp | 76.0%+17.7pp | 67.2%+26.4pp |
| Annual return | 19.22% | 27.06%-7.8pp | 25.84%-6.6pp | 160.62%-141.4pp |
| Employer contribution / active EE | $3,114 | $2,282+36.5% | $2,965+5.0% | $2,670+16.6% |
| Participant deferral / active EE | $3,193 | $3,928-18.7% | $4,851-34.2% | $4,125-22.6% |
| Admin fee / account holder | $2,794 | $6,724-58.5% | $8,252-66.1% | $5,651-50.6% |