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 | $98,201 | $93,571+4.9% | $135,903-27.7% | $75,163+30.6% |
| Participation rate | 91.7% | 75.2%+16.5pp | 81.9%+9.8pp | 67.2%+24.5pp |
| Annual return | 17.46% | 30.90%-13.4pp | 68.23%-50.8pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,784 | $3,537-49.6% | $4,856-63.3% | $2,670-33.2% |
| Participant deferral / active EE | $9,763 | $6,404+52.4% | $7,758+25.8% | $4,125+136.7% |
| Admin fee / account holder | $4,960 | $6,975-28.9% | $10,762-53.9% | $5,651-12.2% |