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 | $80,827 | $77,899+3.8% | $149,673-46.0% | $75,163+7.5% |
| Participation rate | 81.3% | 65.6%+15.7pp | 78.8%+2.5pp | 67.2%+14.1pp |
| Annual return | 16.11% | 31.72%-15.6pp | 134.42%-118.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $1,694 | $3,137-46.0% | $4,818-64.8% | $2,670-36.6% |
| Participant deferral / active EE | $4,175 | $3,411+22.4% | $5,680-26.5% | $4,125+1.2% |
| Admin fee / account holder | $525 | $5,956-91.2% | $13,210-96.0% | $5,651-90.7% |