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 | $83,281 | $116,167-28.3% | $64,489+29.1% | $137,256-39.3% |
| Participation rate | 92.9% | 68.2%+24.7pp | 67.7%+25.2pp | 80.0%+12.9pp |
| Annual return | 15.26% | 36.55%-21.3pp | 55.03%-39.8pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,672 | $2,483-32.7% | $1,523+9.8% | $4,156-59.8% |
| Participant deferral / active EE | $3,670 | $4,215-12.9% | $2,778+32.1% | $6,407-42.7% |
| Admin fee / account holder | $3,953 | $6,188-36.1% | $4,260-7.2% | $12,270-67.8% |