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 | $73,918 | $71,050+4.0% | $93,606-21.0% | $80,856-8.6% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 11.23% | 11.26%0pp | 133.20%-122.0pp | 35.59%-24.4pp |
| Employer contribution / active EE | $3,509 | $1,564+124.4% | $2,420+45.0% | $2,755+27.4% |
| Participant deferral / active EE | $7,968 | $4,034+97.5% | $4,411+80.6% | $4,296+85.5% |
| Admin fee / account holder | $1,016 | $6,945-85.4% | $8,285-87.7% | $6,918-85.3% |