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 | $85,453 | $95,416-10.4% | $185,823-54.0% | $85,850-0.5% |
| Participation rate | 85.4% | 68.8%+16.6pp | 81.7%+3.7pp | 69.3%+16.1pp |
| Annual return | 17.21% | 23.59%-6.4pp | 122.05%-104.8pp | 318.53%-301.3pp |
| Employer contribution / active EE | $3,291 | $3,314-0.7% | $5,167-36.3% | $2,565+28.3% |
| Participant deferral / active EE | $8,064 | $3,423+135.6% | $5,568+44.8% | $3,952+104.1% |
| Admin fee / account holder | $1,445 | $7,213-80.0% | $16,237-91.1% | $6,260-76.9% |